Traci Joy Bartlett
Financial Adviser in Colac, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000316151
- Location
- Colac VIC 3250
- Licensee
- Personal Financial Services Ltd (AFSL 234459)
- Authorised since
- 4 July 2025
- First provided advice
- 1994
- Qualifications
- Diploma of Financial Planning, Financial Planning Association of Australia (FPA) (2001); Certified Financial Planner, Financial Advice Association Australia (2003); SMSF, Kaplan (2015); ALPA, Kaplan (2017); Ethics and Professionalism in Financial Advice, Kaplan (2019)
- Memberships
- Financial Advice Association of Australia (FAAA)
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Traci Joy Bartlett
Traci Joy Bartlett is a financial adviser in Colac, Victoria, listed on the Financial Advisers Register kept by ASIC under adviser number 000316151.
The licensee Traci advises under is Personal Financial Services Ltd (AFS licence 234459). That authorisation dates from 4 July 2025.
According to the register, Traci first provided financial advice in 1994. The qualifications listed for Traci include Diploma of Financial Planning (Financial Planning Association of Australia (FPA), 2001), Certified Financial Planner (Financial Advice Association Australia, 2003) and SMSF (Kaplan, 2015). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
Traci is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Traci Joy Bartlett a registered financial adviser?
Yes. Traci Joy Bartlett is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000316151.
Which licensee does Traci Joy Bartlett work under?
Personal Financial Services Ltd, Australian financial services licence 234459.
What can Traci Joy 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.