Financial Adviser
· BUNBURY, WA
Ryan James Pitts
No disciplinary history on record with ASIC
13
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000446180
Ryan James Pitts is a financial adviser based in Bunbury, Western Australia, with 13 years of experience in the financial services industry. Ryan is currently authorised under Marlston Forrest Wealth Pty Ltd. Ryan 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 Graduate Diploma in Financial Planning from Victoria University. Ryan 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
Authorised to provide tax financial advice services
Qualifications and Training
2013
Diploma of Financial Planning
Kaplan Professional
2015
Certificate IV in Finance and Mortgage Broking
AAMC Training Group
2025
Graduate Diploma in Financial Planning
Victoria University
Registration History
Restriction on SMSF
No Margin Lending, Gearing, Credit, SMSF.
Source: ASIC Financial Advisers Register