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:
Lifespan Financial Planning Pty Ltd

Number:
000229892

ABN:
23 065 921 735

Controlled By:
Castleguard Trust
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)

Financial Planner Report ™ - Qpzm - Twit Solutions Pty LTD 2015 - Privacy Policy - Terms of Use

The information provided on Financial Planner Report is not legal or professional advice and is provided for general information purposes only. The information on this site is based on public information that has been obtained from ASIC via the data.gov.au initiative and licenced under Creative Commons Attribution 3.0 Australia http://creativecommons.org/licenses/by/3.0/au/. Neither ASIC nor the Commonwealth nor this website guarantee that the information available through this service (including search results) is accurate, up to date, complete or accept any liability arising from the use of or reliance upon this site. Last updated 2016-02-04.