John Paul Bartle
Financial Adviser in West Perth, Western Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000447346
- Location
- West Perth WA 6005
- Licensee
- Charter Financial Planning Limited (AFSL 234665)
- Authorised since
- 4 September 2015
- First provided advice
- 2013
- Qualifications
- Bachelor of Business (Accounting & Finance), Edith Cowan University (ECU) (2011); Diploma of Financial Services (Financial Planning), Kaplan Higher Education Pty Limited (2012); Advanced Diploma of Financial Planning, Kaplan Higher Education Pty Limited (2014); Self Managed Superannuation Funds, University of Adelaide (2015); Accredited Listed Product Adviser (ASX ALPA) Program, Kaplan Higher Education Pty Limited (2018); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education Pty Limited (2020)
- 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, 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 John Paul Bartle
On the Financial Advisers Register kept by ASIC, John Paul Bartle appears as a current financial adviser in West Perth, Western Australia, adviser number 000447346.
Advice is given under the Australian financial services licence of Charter Financial Planning Limited, licence number 234665. The current authorisation started on 4 September 2015.
The register records 2013 as the year John first provided financial advice. Qualifications and training on file include Bachelor of Business (Accounting & Finance) (Edith Cowan University (ECU), 2011), Diploma of Financial Services (Financial Planning) (Kaplan Higher Education Pty Limited, 2012) and Advanced Diploma of Financial Planning (Kaplan Higher Education Pty Limited, 2014).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
A further restriction is recorded on the register: “One off licensee approval is required for all products which are either not on the approved product list or Derivatives.”
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Questions people ask
Is John Paul Bartle a registered financial adviser?
Yes. John Paul Bartle is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000447346.
Which licensee does John Paul Bartle work under?
Charter Financial Planning Limited, Australian financial services licence 234665.
What can John Paul Bartle 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; 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."