Ashlee Bartholomew Financial Planner Report
Disciplinary action:
No action
Most Recent Role:
2016-08-20 onwards
Name:
Number:
000229892
ABN:
23 065 921 735
Controlled 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
Monarch
Advanced Diploma Financial Planning
PS Training Australia
Diploma - Financial Planning
Kaplan
Diploma Finance and Mortgage
Kaplan
Margin Lending & Derivatives
Association of Financial Advisers (AFA)