Dean Leslie Bartlett – Financial Adviser

Adviser identifying number: 1002673
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2004

Name of the licence holder: AUSTRALIAN EXECUTOR TRUSTEES LIMITED
Licence number: 240023
Licensee’s ABN: 84007869794
Licence controlled by: IOOF HOLDINGS LTD

The date the Financial Adviser commenced the appointment: 21/10/2004
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: AUSTRALIAN EXECUTOR TRUSTEES LIMITED
Authorised Representative identifying number: 240023
Authorised Representative’s ABN: 84007869794

Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:

Address:
Contact phone number:
Working hours:

Relevant qualifications and training:

• Entry Level Competencies – Tribeca
• Investment Planning 1 – Tribeca
• Investment Planning 2 – Tribeca
• Superannuation & Retirement Planning – Tribeca
• Taxation Planning – Kaplan Professional

Relevant memberships of professional bodies or industry associations:

• Association of Financial Advisers (AFA)
• FINSIA
• Institute of Public Accountants (IPA)

Dean Leslie Bartlett is authorised to provide advices on following products:

• Government Debentures, Stocks or Bonds
• Managed Investment Schemes / Managed Investment Schemes, including IDPS
• Managed Investment Schemes / MDA Services
• Securities
• Superannuation
• Margin Lending Facility / Standard Margin Lending Facility