William Stuart Bale
Financial Adviser in Bellerive, Tasmania, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000239702
- Location
- Bellerive TAS 7018
- Licensee
- Charter Financial Planning Limited (AFSL 234665)
- Authorised since
- 22 June 2015
- First provided advice
- 1993
- Qualifications
- Bachelor of Commerce, University of Tasmania (1991); Diploma of Financial Planning, Financial Planning Association of Australia (FPA) (1996)
- 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 William Stuart Bale
On the Financial Advisers Register kept by ASIC, William Stuart Bale appears as a current financial adviser in Bellerive, Tasmania, adviser number 000239702.
William provides advice as an authorised representative of Charter Financial Planning Limited, which holds Australian financial services licence 234665. That authorisation dates from 22 June 2015.
The register records 1993 as the year William first provided financial advice. Qualifications and training on file include Bachelor of Commerce (University of Tasmania, 1991) and Diploma of Financial Planning (Financial Planning Association of Australia (FPA), 1996).
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 William Stuart Bale a registered financial adviser?
Yes. William Stuart Bale is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000239702.
Which licensee does William Stuart Bale work under?
Charter Financial Planning Limited, Australian financial services licence 234665.
What can William Stuart Bale 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."