ROBERT IAN LORRIMAR

Financial Adviser ยท West Perth, WA

Registered

Registration Number

001270935

Registration Status

Registered

Location

West Perth, WA 6005

Providing Advice Since

2018

Registration Date

01/08/2019

Financial Services Licensee

MONT PARTNERS PTY LTD

Licence #000511061

๐Ÿ“š Qualifications & Training

2015 - Bachelor of Commerce - Bachelor Degree (AQF 7) - University of Western Australia
2018 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Higher Education Pty Limited
2024 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education Pty Limited

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.