Financial Adviser
· TOOWOOMBA CITY, QLD
Robert James Laurie
No disciplinary history on record with ASIC
TOOWOOMBA CITY,
QLD
14
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000425270
Robert James Laurie is a financial adviser based in Toowoomba City, Queensland, with 14 years of experience in the financial services industry since 2012. Robert is currently authorised under Lifespan Financial Planning. Robert holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Robert's qualifications include a Master of Financial Planning from Kaplan. Robert is a member of Association of Independently Owned Financial Professionals (AIOFP).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2006
Bachelor of Business Major in Computer Software Development
University of Southern Queensland
2012
Diploma of Financial Services (Financial Planning)
Kaplan Professional
2021
Advanced Diploma of Financial Planning
Kaplan Professional
2023
Ethics and Professionalism in Financial Advice
Ethics - Kaplan
2024
Master of Financial Planning
Kaplan
Registration History
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Source: ASIC Financial Advisers Register