John Bartle
About Me
I joined Aspire2 Wealth Advisers since 2011 after attaining a Bachelor of Business majoring in Accounting and Finance. Since joining the organisation I have had several roles from Planning Assistant to Paraplanner and has been advising clients since October 2013, when I was appointed as an Authorised Representative. I have continued my studies whilst at Aspire2 to add to my qualifications and is now a highly qualified, skilled, and experienced adviser.
I enjoy the opportunity to develop and build lifelong relationships with clients who have their own unique story to tell, and their own unique financial goals to achieve. My greatest satisfaction comes from developing financial strategies and solutions for clients, which is often where the greatest value is generated.
When not working most of my time is spent with my young family. I'm a keen golfer, playing Pennants for Mount Lawley Golf Club since he was 15, but with the young family I would now be classed as more of a social golfer.
Areas of Focus
- Aged care
- Cashflow management
- Estate planning
- Government assistance
- Investments
- Life/personal insurances
- Retirement
- Superannuation
- Wealth management
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Years of Experience 11 Years
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Licensed By Charter Financial Planning Limited