Financial Adviser
· MELBOURNE, VIC
Roel Burghouwt
No disciplinary history on record with ASIC
MELBOURNE,
VIC
19
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000314740
About Roel Burghouwt
Roel Burghouwt is a financial adviser based in Melbourne, Victoria, with 19 years of experience in the financial services industry since 2007. Roel is currently authorised under First Financial. Roel holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Roel's qualifications include a Certified Financial Planner (CFP) from Financial Planning Association of Australia. Roel 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
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2002
Certified Financial Planner (CFP)
Financial Planning Association of Australia
2008
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Professional
2011
Self Managed Superannuation Funds
Kaplan Professional
2014
ASX Accredited Listed Product Adviser
Kaplan Professional