Charles Bartell Financial Planner Report

Name:
Charles Bartell

Rep Number:
001000746

Status:
Current

First Advice:
1995

Disciplinary action:
No action

Most Recent Role:
2012-04-23 onwards

Licensee
Name:

Number:
000243480

ABN:
25 006 390 772

Controlled By:

Appointed By
Name:
Bell Potter Securities Limited

Licence Number:
000243480

ABN:
25 006 390 772

May advise on following product areas:
Non-basic Deposit Products
Derivatives
Government Debentures, Stocks or Bonds
Managed Investment Schemes, including IDPS
Standard Margin Lending Facility
Securities
Superannuation

Qualifications
Aust. Society of CPA
CPA
ASX
Level 2 Accredited Derivatives Adviser
Securities Institute Education
PS146 Compliance Program - Superannuation Module
Stockbrokers Association of Australia
Professional Diploma in Stockbroking
SDIA / Deakin University
SDIA Accreditation Program Assessment

Memberships
Stockbrokers Association of Australia