Troy Bartlett
Financial Adviser in Deniliquin, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000461927
- Location
- Deniliquin NSW 2710
- Licensee
- Lifespan Financial Planning Pty Ltd (AFSL 229892)
- Authorised since
- 4 February 2022
- First provided advice
- 2014
- Qualifications
- Ethics and Professionalism in Financial Advice, Kaplan (2019); Advanced Diploma of Financial Planning, Kaplan (2020); Graduate Diploma of Financial Planning, Kaplan (2025)
- 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
- Restriction
- The adviser is restricted from providing personal advice on Self Managed Super Funds (SMSF)
- Tax (financial) advice
- Yes
- Register status
- Current
About Troy Bartlett
Troy Bartlett is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Deniliquin, New South Wales (adviser number 000461927).
The licensee Troy advises under is Lifespan Financial Planning Pty Ltd (AFS licence 229892). That authorisation dates from 4 February 2022.
According to the register, Troy first provided financial advice in 2014. Qualifications and training on file include Ethics and Professionalism in Financial Advice (Kaplan, 2019), Advanced Diploma of Financial Planning (Kaplan, 2020) and Graduate Diploma of Financial Planning (Kaplan, 2025). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
Troy 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.
The register adds a condition to this authorisation: “The adviser is restricted from providing personal advice on Self Managed Super Funds (SMSF).”
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Questions people ask
Is Troy Bartlett a registered financial adviser?
Yes. Troy Bartlett is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000461927.
Which licensee does Troy Bartlett work under?
Lifespan Financial Planning Pty Ltd, Australian financial services licence 229892.
What can Troy 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. It also records this restriction: "The adviser is restricted from providing personal advice on Self Managed Super Funds (SMSF)."