Kerrie-Anne Bartho
Financial Adviser in Pacific Pines, Queensland, Australia
Review Kerrie-Anne Bartho
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 number001245898
- Location
- Pacific Pines QLD 4211
- Licensee
- Guidance Group Pty Ltd (AFSL 534999)
- Authorised since
- 1 August 2022
- First provided advice
- 2016
- Qualifications
- Diploma of Financial Planning, Mentor Education (2015); Margin Lending Adviser (Personal Advice), Mentor Education (2017); Self Managed Superannuation Fund (Personal Advice), Mentor Education (2018); Ethics & Professionalism in Financial Advice, Kaplan Professional (2019); Graduate Diploma of Financial Planning, Kaplan Professional (2024)
- Memberships
- Association of Independently Owned Financial Professionals (AIOFP)
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Kerrie-Anne Bartho
Kerrie-Anne Bartho is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Pacific Pines, Queensland (adviser number 001245898).
Kerrie-Anne provides advice as an authorised representative of Guidance Group Pty Ltd, which holds Australian financial services licence 534999. That authorisation dates from 1 August 2022.
The register records 2016 as the year Kerrie-Anne first provided financial advice. The qualifications listed for Kerrie-Anne include Diploma of Financial Planning (Mentor Education, 2015), Margin Lending Adviser (Personal Advice) (Mentor Education, 2017) and Self Managed Superannuation Fund (Personal Advice) (Mentor Education, 2018). Professional memberships recorded: Association of Independently Owned Financial Professionals (AIOFP).
Kerrie-Anne is authorised to advise 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.
Reviews
Nobody has reviewed Kerrie-Anne Bartho here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Kerrie-Anne Bartho a registered financial adviser?
Yes. Kerrie-Anne Bartho is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001245898.
Which licensee does Kerrie-Anne Bartho work under?
Guidance Group Pty Ltd, Australian financial services licence 534999.
What can Kerrie-Anne Bartho 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.