Kerrie-anne Bartho – Financial Adviser

Adviser identifying number: 1245898
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2016

Name of the licence holder: SENTINEL PRIVATE WEALTH PTY LTD
Licence number: 344762
Licensee’s ABN: 45141149304
Licence controlled by:

The date the Financial Adviser commenced the appointment: 16/02/2017
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: SENTINEL PRIVATE WEALTH PTY LTD
Authorised Representative identifying number: 344762
Authorised Representative’s ABN: 45141149304

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
• Margin Lending Adviser (Personal Advice) – Mentor Education

Relevant memberships of professional bodies or industry associations:

Kerrie-anne Bartho 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, including IDPS
• Retirement Savings Account Products
• Securities
• Superannuation
• Margin Lending Facility / Standard Margin Lending Facility