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Jeffrey Bartlett

Financial Ascension

Platinum
19 Yrs Experience
Caringbah, NSW 2229

Financial Ascension

Suite 26, Level 1, 3 Box Road
Caringbah, NSW 2229

Opening hours

  • 10:00am – 5:00pm Monday – Friday

At a glance

  • Adviser status Platinum
  • First year providing advice 2005
  • Years of experience 19
  • Highest qualification
    • Graduate Diploma of Financial Planning
  • Language spoken
    • English

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

We do not charge for our first meeting.

Licensed by

Amp Financial Planning Pty Ltd

AFSL 232706