Financial Adviser
· SURREY HILLS, VIC
Ramon-paolo Bautista
No disciplinary history on record with ASIC
10
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001249229
Ramon-paolo Bautista is a financial adviser based in Surrey Hills, Victoria, with 10 years of experience in the financial services industry. Ramon-paolo is currently authorised under Beryllium Advisers Pty Ltd. Ramon-paolo 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 Bachelor of Applied Science (Computer Science) from RMIT.
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
2000
Bachelor of Applied Science (Computer Science)
RMIT
2015
Graduate Diploma of Financial Planning
Kaplan Professional
2019
MAI769
Bridging Course - Ethics - Deakin University
2019
Self Managed Superannuation Fund Adviser (Personal Advice)
Mentor Education
Registration History
Excludes Standard Margin Lending Facilities
No restrictions
Excluding Self Managed Superannuation Funds
Source: ASIC Financial Advisers Register