ROBERT JAMES LAURIE
Financial Adviser · East Toowoomba, QLD
📚 Qualifications & Training
2006 - Bachelor of Business Major in Computer Software Development - Bachelor Degree (AQF 7) - University of Southern Queensland
2012 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Professional
2021 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional
2023 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
2024 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan
🏢 Professional Memberships
Association of Independently Owned Financial Professionals (AIOFP)
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.