Louise Barthelot – Financial Adviser
Adviser identifying number: 1001354
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2000
Name of the licence holder: FINANCIAL AFFAIRS PTY LTD
Licence number: 222154
Licensee’s ABN: 52090647984
Licence controlled by:
The date the Financial Adviser commenced the appointment: 28/01/2009
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: FINANCIAL AFFAIRS PTY LTD
Authorised Representative identifying number: 222154
Authorised Representative’s ABN: 52090647984
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:
- Alpha PD day – Alpha Group
- Bachelor of Business (Financial Planning) – RMIT University
- CFP 1 unit – FPA
- SMSF Specialist Adviser Accreditation – SPAA
- SPAA State Technical Conference – SPAA
Relevant memberships of professional bodies or industry associations: SMSF Association
Louise Barthelot 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