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- Financial Advisers Australia (FAA)
- Bronwen Batty
Bronwen Batty
- Name
- Bronwen Batty
- ID
- 308885
- ABN
- –
- First Provided Advice
- 2003
Qualifications
Details on the qualifications or training courses the adviser has completed that are relevant to providing financial services
- 1996 - Certificate in a Financial Markets - - Securities Institute of Australia
- 2000 - Diploma Financial Markets - - Securities Institute of Aust.
- 2000 - Diploma of Financial Markets - Diploma (AQF 5) - Securities Institute Education
- 2005 - CFP Program - - Fpa/Deakin University
- 2005 - Certified Financial Planner - Professional Designations - Financial Planning Association
- 2009 - Aged Care Specialist - - Strategy Steps
- 2010 - Margin Lending and Geared Investments - Professional Designations - Kaplan Professional
- 2012 - SMSF Specialist - - Candish
- 2013 - SMSF Course - Certificate (AQF 1-4) - University of Adelaide
Memberships
Details of memberships of professional bodies or industry associations relevant to providing financial services
- Financial Advice Association of Australia (FAAA)
Licencee
- Status
- Ceased
- Licence Holder
- Omniwealth Services Pty Limited (#309643)
- Commenced
- Jan. 6, 2020
- Ceased
- April 3, 2020
- Status
- Ceased
- Licence Holder
- United Advice Pty Ltd (#523332)
- Commenced
- Aug. 5, 2020
- Ceased
- Oct. 20, 2021
- Status
- Ceased
- Licence Holder
- Wealth Forum Pty Ltd (#389528)
- Commenced
- June 16, 2020
- Ceased
- Dec. 8, 2020
- Status
- Current
- Licence Holder
- Alteris Financial Group Pty ltd (#402370)
- Commenced
- Nov. 1, 2021
Skills
- Provide Financial Product Advice - Carbon Credits/Carbon Unit
- Provide Financial Product Advice - Deposit and Payment Products/Non-basic Deposit Products
- Provide Financial Product Advice - Deposit & Payment Products – Non-Cash Deposit Products
- Provide Financial Product Advice - Derivatives
- Provide Financial Product Advice - Derivatives/Derivatives - Wool only
- Provide Financial Product Advice - Derivatives/Derivatives - Electricity only
- Provide Financial Product Advice - Derivatives/Derivatives - Grain only
- Provide Financial Product Advice - Foreign Exchange Contracts
- Provide Financial Product Advice - Government Debentures, Stocks or Bonds
- Provide Financial Product Advice - Life Products/Investment Life Insurance Products
- Provide Financial Product Advice - Life Products/Life Risk Insurance Product
- Provide Financial Product Advice - Life Products/Life Products - Consumer Credit Insurance Only
- Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, excluding IDPS
- Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, including IDPS
- Provide Financial Product Advice - Managed Investment Schemes/IDPS Only
- Provide Financial Product Advice - Managed Investment Schemes/Own Managed Investment Scheme Only
- Provide Financial Product Advice - Managed Investment Schemes/Horse Racing Syndicate
- Provide Financial Product Advice - Managed Investment Schemes/Timesharing Scheme
- Provide Financial Product Advice - Managed Investment Schemes/MDA Services
- Provide Financial Product Advice - Retirement Savings Account Products
- Provide Financial Product Advice - Securities
- Provide Financial Product Advice - Superannuation
- Provide Financial Product Advice - Superannuation/Self-Managed Superannuation Fund
- Provide Financial Product Advice - Superannuation/A person's existing holding in a superannuation product
- Provide Financial Product Advice - Margin Lending Facility/Standard Margin Lending Facility
- Provide Financial Product Advice - Margin Lending Facility/Non-Standard Margin Lending Facility
- Provide Financial Product Advice - Carbon Credits/Australian Carbon Credit Unit
- Provide financial product advice/Carbon Credits/Eligible International Emissions Unit
- Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products - MDA Services
- Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Risk Products
- Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products
- Provide Financial Product Advice - FHSA Issued non ADI
- Old Law Securities Options Contracts and Warrants Securities
- Old Law Futures Contracts and Warrants
- Managed Investment Schemes (Registered or Unregistered)
- Securities – Debentures Managed Investment Schemes
- All Securities
- Status
- Ceased
- Licence Holder
- Count Financial Limited (#227232)
- Commenced
- Dec. 7, 2006
- Ceased
- Aug. 5, 2011
- Status
- Ceased
- Licence Holder
- Mercer Financial Advice (australia) Pty Ltd (#411766)
- Commenced
- Jan. 9, 2012
- Ceased
- May 21, 2018
- Status
- Ceased
- Licence Holder
- Mercer Superannuation (australia) Limited (#235906)
- Commenced
- Oct. 5, 2011
- Ceased
- Jan. 6, 2012