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