ROBERT JULIUS BEUTUM
Financial Adviser ยท Bondi Junction, NSW
๐ Qualifications & Training
1982 - Accounting - Diploma (AQF 5) - north sydney technical college
1988 - Certificate Security Institute - Certificate (AQF 1-4) - Securiies Institute Australia
1996 - Financial Planning - Diploma (AQF 5) - RMIT
2010 - Responsible Office - Professional Designations - Gold Seal
2012 - Margin Lending - Certificate (AQF 1-4) - Colonial
2016 - Certificate of Attainment - Diploma (AQF 5) - Financial Education Professionals
2019 - Ethics and Professionalism in Financial Planning - Bridging Course - Ethics - Kaplan
๐ข Professional Memberships
Financial Advice Association of Australia (FAAA)
โน๏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.