ROBERT KEITH LOUIE
Financial Adviser ยท Woolloongabba, QLD
๐ Qualifications & Training
2004 - Diploma of Financial Services - Diploma (AQF 5) - National Insurance Brokers Association
2004 - PS146 Generic Knowledge & Skills and Managed Investments Courses - Other - Kaplan Professional
2016 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Mentor Education
2020 - Self Managed Superannuation Fund Adviser (Personal Advice) - Other - Mentor Education
2024 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education
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.