LOUISE JANET BITI

Financial Adviser ยท Bronte, NSW

Registered

Registration Number

001272069

Registration Status

Registered

Location

Bronte, NSW 2024

Providing Advice Since

2018

Registration Date

19/12/2018

Financial Services Licensee

AGED CARE STEPS PTY LIMITED

Licence #000486723

๐Ÿ“š Qualifications & Training

1987 - Bachelor of Arts (Asian Studies) - Bachelor Degree (AQF 7) - Australian National University
1990 - Bachelor of Economics - Bachelor Degree (AQF 7) - Australian National University
1991 - Diploma of Financial Planning - Graduate Diploma (AQF 8) - Deakin University
2001 - Masters of Taxation ATAX - Masters Degree (AQF 9) - University of NSW
2007 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - FSTA
2020 - Commercial Law for Tax (Financial) Adviser Skill Sets - Apply taxation requirements - Other - Monarch Institute
2020 - Commercial Law for Tax (Financial) Advisers Skill Set - Apply legal principles in commercial law - Other - Monarch Institute
2020 - Ethics and professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional

๐Ÿข Professional Memberships

Financial Advice Association of Australia (FAAA)
SMSF Association

โ„น๏ธ What is a Financial Adviser?

A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.

Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.

Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.