ROMI BITAR
Financial Adviser · Bairnsdale, VIC
📚 Qualifications & Training
1995 - Advanced Certificate in Accounting - - East Gippsland TAFE
1996 - Associate Diploma in Accounting - - East Gippsland TAFE
2001 - Bachelor of Business (Financial Planning) - - RMIT University
2006 - Certified Financial Planner - - Financial Planning Association of Australia
2011 - Life Risk Specialist - - Financial Planning Association of Australia
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
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.