RUBY PIETY HAASE

Financial Adviser · Sydney, NSW

Registered

Registration Number

001263764

Registration Status

Registered

Location

Sydney, NSW 2000

Providing Advice Since

2006

Registration Date

24/04/2018

Financial Services Licensee

PERPETUAL TRUSTEE COMPANY LIMITED

Licence #000236643

📚 Qualifications & Training

2009 - Bachelor of Commerce - Bachelor Degree (AQF 7) - Macquarie University
2010 - Diploma of Financial Services - - Kaplan
2010 - Margin Lending and Geared Investments - - Kaplan
2012 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Professional
2019 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional

🏢 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.