Ashlee Bartholomew Financial Planner Report

Name:
Ashlee Bartholomew

Rep Number:
000466056

Status:
Current

First Advice:
2012

Disciplinary action:
No action

Most Recent Role:
2016-08-20 onwards

Location:
Windsor, Sydney, NSW, 2756

ABN:
61 331 067 192

Licensee
Name:

Number:
000229892

ABN:
23 065 921 735

Controlled By:

Appointed By
Name:
Lifespan Financial Planning Pty Ltd

Licence Number:
000229892

ABN:
23 065 921 735

May advise on following product areas:
Non-basic Deposit Products
Non-Cash Deposit Products
Old Law Securities Options Contracts and Warrants Securities
Government Debentures, Stocks or Bonds
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
MDA Services
Standard Margin Lending Facility
Retirement Savings Account Products
Securities
Superannuation

Qualifications
Monarch
Advanced Diploma Financial Planning
PS Training Australia
Diploma - Financial Planning
Kaplan
Diploma Finance and Mortgage
Kaplan
Margin Lending & Derivatives

Memberships
Association of Financial Advisers (AFA)