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