Financial Adviser · BUSSELTON, WA

Robert Ian Lorrimar

8 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 001270935

Robert Ian Lorrimar is a financial adviser based in Busselton, Western Australia, with 8 years of experience in the financial services industry. Robert is currently authorised under Charter Financial Planning Limited. 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 Bachelor of Commerce from University of Western Australia.

Authorised to Advise On

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

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

2015

Bachelor of Commerce

University of Western Australia

2018

Diploma of Financial Planning

Kaplan Higher Education Pty Limited

2024

Graduate Diploma of Financial Planning

Kaplan Higher Education Pty Limited

Registration History

Charter Financial Planning Limited

Jun 2020 - Present Current

One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Mont Partners Pty Ltd

Aug 2019 - Feb 2020 Ceased

GPL (VIC) PTY LTD

Dec 2018 - Aug 2019 Ceased

Source: ASIC Financial Advisers Register