RAMON-PAOLO BAUTISTA
Financial Adviser · Melbourne, VIC
📚 Qualifications & Training
2000 - Bachelor of Applied Science (Computer Science) - Bachelor Degree (AQF 7) - RMIT
2015 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
2019 - MAI769 - Ethics for Financial Services (Intensive) - Bridging Course - Ethics - Deakin University
2019 - Self Managed Superannuation Fund Adviser (Personal Advice) - - Mentor Education
ℹ️ 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.