Financial Adviser · BELLERIVE, TAS

William Stuart Bale

BELLERIVE, TAS

33 Years experience

Tax advice
authorised

ASIC Registered · ADV 000239702

Currently at

Charter Financial Planning Limited

Sydney, NSW (firm address)

View firm profile

William Stuart Bale is a financial adviser based in Bellerive, Tasmania, with 33 years of experience in the financial services industry since 1993. William is currently authorised under Charter Financial Planning Limited, operating through Charter Financial Planning. William holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). William's qualifications include a Bachelor of Commerce from University of Tasmania.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Derivatives Deposit Products Government Bonds

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

1991

Bachelor of Commerce

University of Tasmania

1996

Diploma of Financial Planning

Financial Planning Association of Australia (FPA)

Registration History

Charter Financial Planning Limited

Jun 2015 - Present Current

One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

GENESYS WEALTH ADVISERS PTY LIMITED

Jun 2005 - Jun 2015 Ceased

One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.

Source: ASIC Financial Advisers Register