Traci Joy Bartlett – Financial Adviser

Adviser identifying number: 316151
Status: Ceased
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1994

Name of the licence holder: CHARTER FINANCIAL PLANNING LIMITED
Licence number: 234665
Licensee’s ABN: 35002976294
Licence controlled by: AMP ADVICE HOLDINGS PTY LTD ~ AMP LIMITED [Date Ceased: 27/02/2016]

The date the Financial Adviser commenced the appointment: 01/08/2007
The date the Financial Adviser ceased the appointment: 01/03/2016
Name of the Authorised Representative: CHARTER FINANCIAL PLANNING LIMITED
Authorised Representative identifying number: 000234665
Authorised Representative’s ABN: 35002976294

Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:

Address:
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Working hours:

Relevant qualifications and training: Diploma of Financial Planning – Financial Planning Assocation of Australia (FPA)

Relevant memberships of professional bodies or industry associations: Financial Planning Association of Australia (FPA)

Traci Joy Bartlett is authorised to provide advices on following products: