Financial Adviser
· BRISBANE CITY, QLD
Robert John Berens
No disciplinary history on record with ASIC
25
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000231015
Robert John Berens is a financial adviser based in Brisbane City, Queensland, with 25 years of experience in the financial services industry. Robert is currently authorised under Bpw Partners Pty Ltd. Robert holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Master of Financial Planning from University of Sunshine Coast.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2001
Foundation Diploma Financial Planning (DFP1-4)
Financial Planning Association (FPA)
2003
Advanced Diploma Financial Services (Financial Planning) FNB60402
Kaplan Australia
2007
Master of Financial Planning
University of Sunshine Coast
2011
RG146 Margin Lending
MLC ThreeSixty