ROBERT JOHN BERENS — Financial Adviser #000231015

Registration Number

000231015

Registration Status

Registered

Location

Brisbane City, QLD 4000

Providing Advice Since

2001

Registration Date

02/10/2023

Financial Services Licensee

BPW PARTNERS PTY LTD

Licence #000548754

📚 Qualifications & Training

2001 - Foundation Diploma Financial Planning (DFP1-4) - Diploma (AQF 5) - Financial Planning Association (FPA)

2003 - Advanced Diploma Financial Services (Financial Planning) FNB60402 - Advanced Diploma (AQF 6) - Kaplan Australia

2007 - Master of Financial Planning - Masters Degree (AQF 9) - University of Sunshine Coast

2011 - RG146 Margin Lending - Diploma (AQF 5) - MLC ThreeSixty

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.