Jeffrey Allan Bartlett
Financial Adviser in Caringbah, New South Wales, Australia
Review Jeffrey Allan Bartlett
Describe your own experience as a client, patient or family member. Leave out phone numbers, addresses and anything you can't stand behind. Reviews appear straight away after an automatic spam check.
Australian Securities and Investments Commission (ASIC)
Adviser number000291447
- Location
- Caringbah NSW 2229
- Licensee
- Akumin Financial Planning Pty Limited (AFSL 232706)
- Authorised since
- 1 August 2005
- First provided advice
- 2005
- Qualifications
- Certificate IV Financial Services (Finance/Mortgage Broking), Tribeca (2005); Diploma of Financial Services (Financial Planning), AMP Limited (2005); Advanced Diploma of Financial Services (Financial Planning), AMP Financial Planning (2006); Certified Financial Planner, Financial Planning Association of Australia (FPA) (2008); Self Managed Superannuation Funds, Kaplan Higher Education Pty Limited (2009); Margin Lending and Geared Investments, Kaplan Higher Education Pty Limited (2011); Diploma of Finance and Mortgage Broking Management, Kaplan Higher Education Pty Limited (2013); Graduate Diploma of Financial Planning, Kaplan Higher Education Pty Limited (2022)
- Memberships
- MFAA - Mortgage & Finance Association of Australia
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending, derivatives
- Restriction
- One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
- Tax (financial) advice
- Yes
- Register status
- Current
About Jeffrey Allan Bartlett
Jeffrey Allan Bartlett is a financial adviser in Caringbah, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 000291447.
The licensee Jeffrey advises under is Akumin Financial Planning Pty Limited (AFS licence 232706). The current authorisation started on 1 August 2005.
According to the register, Jeffrey first provided financial advice in 2005. Qualifications and training on file include Certificate IV Financial Services (Finance/Mortgage Broking) (Tribeca, 2005), Diploma of Financial Services (Financial Planning) (AMP Limited, 2005) and Advanced Diploma of Financial Services (Financial Planning) (AMP Financial Planning, 2006). Professional memberships recorded: MFAA – Mortgage & Finance Association of Australia.
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 10 product areas in total. The register also shows that tax (financial) advice services can be provided.
The register adds a condition to this authorisation: “One off licensee approval is required for all products which are either not on the approved product list or Derivatives.”
Reviews
Nobody has reviewed Jeffrey Allan Bartlett here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Jeffrey Allan Bartlett a registered financial adviser?
Yes. Jeffrey Allan Bartlett is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000291447.
Which licensee does Jeffrey Allan Bartlett work under?
Akumin Financial Planning Pty Limited, Australian financial services licence 232706.
What can Jeffrey Allan Bartlett give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending; derivatives. It also records this restriction: "One off licensee approval is required for all products which are either not on the approved product list or Derivatives."