RYAN ROBERT LOUIE

Financial Adviser ยท Woolloongabba, QLD

Registered

Registration Number

001302336

Registration Status

Registered

Location

Woolloongabba, QLD 4102

Providing Advice Since

2024

Registration Date

15/03/2023

Financial Services Licensee

MATRIX PLANNING SOLUTIONS LIMITED

Licence #000238256

๐Ÿ“š Qualifications & Training

2019 - Bachelor of Business (Finance) - Bachelor Degree (AQF 7) - Queensland University of Technology
2022 - Graduate Diploma in Business (Financial Planning) - Graduate Diploma (AQF 8) - Queensland University of Technology
2023 - Accredited Listed Products Adviser Course - Other - Kaplan Professional
2023 - Margin Lending and Geared Investments Course - Other - Kaplan Professional
2024 - Estate and Succession Planning (FPC005) - Other - Kaplan Higher Education
2025 - Certified Financial Planner Education Program - Professional Designations - FAAA

๐Ÿข Professional Memberships

Certified Financial Planner (CFP) of FAAA
SMSF Specialist Advisor (SSA) of SMSF Association

โ„น๏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.