John Bartle

Aspire2 Wealth Advisers Pty Ltd

Silver
9 Yrs Experience
West Perth, WA 6005
John joined Aspire2 Wealth Advisers in October 2011 after attaining a Bachelor of Business majoring in Accounting and Finance. Since joining the organisation he has had several roles from being a Planning Assistant to Paraplanner. Following a 10 week intensive course in Sydney John was appointed as an Authorised Representative in October 2013. This journey combined with his technical knowledge and learnings from experienced advisers has resulted in John being an exceptional Adviser. John works with clients to lead them to their desired goals and objectives. Taking the complicated and stressful situations they find themselves in and turning them into easy to execute, individually tailored strategies of wealth creation. Mostly importantly, putting the client back in control of their lives and their outcomes. John is an avid Fremantle Dockers supporter and is a keen golfer, playing Pennants for Mount Lawley Golf Club.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Aged Care
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

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

Recent reviews

At a glance

  • Adviser status Silver
  • Rating 5.00
  • Number of reviews 1
  • First year providing advice 2013
  • Years of experience 9
  • Highest qualification
    • Bachelor of Business (Finance and Accounting)
  • Language spoken
    • English

Aspire2 Wealth Advisers Pty Ltd

Level 2, 33 Richardson Street
West Perth, WA 6005

Licensed by

Charter Financial Planning

AFSL 234665

5.00
1 Review
5
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1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
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5.00

"John has given me his advice and knowledge so I could invest my funds soundly and manage my budget with an allocated cash flow each month. If I have had any questions he has always taken the time to explain so I understand the reasons why. I feel very confident that the advice given was right for my needs. I receive John's full care and attention when I need it."

  • Government Assistance
  • Insurance Protection
  • Retirement & Pension
  • Cashflow & Income
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing review 1 of 1

My clients have reviewed me based on the following areas of advice

  • Government Assistance
  • Insurance Protection
  • Retirement & Pension
  • Cashflow & Income
  • Budgeting

Qualifications & Training

Ethics and Professionalism in Financial Advice - Bridging Course

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2020

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2014

Bachelor of Business (Finance and Accounting)

Level
7 - Bachelor Degree
Institution
Edith Cowan University (ECU)
Completed
2011

Diploma of Financial Planning (DFP 1-4)

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2012

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
AFP
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