Edward Bartels - Financial Advisor & Accredited
Mortgage Consultant

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Edward has been in the financial planning industry for 5 years, having worked in a client services role before progressing as an Accredited Mortgage Consultant and Financial Planner. He is passionate about assisting young people with their financial needs, especially planning for the purchase of first homes and establishing cost saving strategies for young families

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Edward enjoys spending time with family and friends, and time out in nature, especially rock climbing around Adelaide.

 

Qualifications

Bachelor of Mathematical and Computer Science

Diploma of Financial Planning
Certificate IV in Finance and Mortgage Broking

Areas of expertise

Mortgage consulting • Cost saving strategies