Financial Adviser
· MALVERN, VIC
Fraser Roy Hastie
No disciplinary history on record with ASIC
15
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001267613
Fraser Roy Hastie is a financial adviser based in Malvern, Victoria, with 15 years of experience in the financial services industry. Fraser is currently authorised under Oreana Financial Services Pty Ltd. Fraser holds authorisations to advise on superannuation, life insurance and life insurance investments, as well as tax financial advice services (TFAS). Their qualifications include a Certified Financial Planner (CFP) from Financial Advice Association of Australia Limited. Fraser is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Authorised to provide tax financial advice services
Qualifications and Training
2004
Bachelor Of Commerce
University of Otago
2007
Diploma Financial Services
Mentor Education
2012
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Higher Education Pty Limited
2013
Advanced SMSF
Kaplan
2016
Certified Financial Planner (CFP)
Financial Advice Association of Australia Limited
2025
FPC001B Economic and Legal Context for Financial Planning
Regulation & Legal Obligations - Kaplan Higher Education Pty Limited
2025
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Limited
2025
FPC007B Client Engagement Skills
Behavioural Finance - Kaplan Higher Education Pty Limited