Financial Adviser · GEELONG WEST, VIC

Robert Kirtley

19 Years experience

Tax advice
authorised

Currently at

Toowong, QLD

View firm profile

ASIC Registered · ADV 000313332

Robert Kirtley is a financial adviser based in Geelong West, Victoria, with 19 years of experience in the financial services industry. Robert is currently authorised under Beryllium Advisers 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 Certified Financial Planner (CFP) from Financial Planning Association (FPA). Robert is a member of Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds

Restrictions: All Superannuation except SMSF. No Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

2005

Bachelor of Commerce

Deakin University

2010

Certified Financial Planner (CFP)

Financial Planning Association (FPA)

2021

Ethics and Professionalism in Financial Advice

Ethics - Kaplan Professional

2026

Super Concepts Specialist SMSF Online Course

The University of Adelaide

Registration History

Beryllium Advisers Pty Ltd

Mar 2026 - Present Current

All Superannuation except SMSF. No Margin Lending

Consultum Financial Advisers Pty Ltd

Jun 2021 - Feb 2026 Ceased

GWM ADVISER SERVICES PTY LTD

May 2007 - May 2021 Ceased

Source: ASIC Financial Advisers Register