Financial Adviser
· PACIFIC PINES, QLD
Kerrie-anne Bartho
No disciplinary history on record with ASIC
PACIFIC PINES,
QLD
10
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001245898
About Kerrie-anne Bartho
Kerrie-anne Bartho is a financial adviser based in Pacific Pines, Queensland, with 10 years of experience in the financial services industry since 2016. Kerrie-anne is currently authorised under Guidance Group. Kerrie-anne holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Kerrie-anne's qualifications include a Graduate Diploma of Financial Planning from Kaplan Professional. Kerrie-anne is a member of Association of Independently Owned Financial Professionals (AIOFP).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2015
Diploma of Financial Planning
Mentor Education
2017
Margin Lending Adviser (Personal Advice)
Mentor Education
2018
Self Managed Superannuation Fund (Personal Advice)
Mentor Education
2019
Ethics & Professionalism in Financial Advice
Ethics - Kaplan Professional
2024
Graduate Diploma of Financial Planning
Kaplan Professional