Karl Batchelar – Financial Adviser
Adviser identifying number: 452037
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2014
Name of the licence holder: BULL & BEAR FINANCIAL STRATEGIES PTY LTD
Licence number: 418872
Licensee’s ABN: 74113608683
Licence controlled by: BULL & BEAR FINANCIAL STRATEGIES PTY LTD
The date the Financial Adviser commenced the appointment: 21/01/2014
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: BULL & BEAR FINANCIAL STRATEGIES PTY LTD
Authorised Representative identifying number: 418872
Authorised Representative’s ABN: 74113608683
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: Diploma Of Financial Planning – Mentor Education
Relevant memberships of professional bodies or industry associations:
- Tax Practitioners Board
- The Credit Ombudsman Service Limited
- The Finance Brokers Association Of Australia
Karl Batchelar is authorised to provide advices on following products:
- Deposit and Payment Products / Non-basic Deposit Products
- Government Debentures, Stocks or Bonds
- Life Products / Investment Life Insurance Products
- Life Products / Life Risk Insurance Products
- Managed Investment Schemes / Managed Investment Schemes, excluding IDPS
- Managed Investment Schemes / Managed Investment Schemes, including IDPS
- Managed Investment Schemes / Own Managed Investment Scheme Only
- Retirement Savings Account Products
- Securities
- Superannuation / A person’s existing holding in a superannuation product