Financial Adviser
· BAIRNSDALE, VIC
Romi Bitar
No disciplinary history on record with ASIC
BAIRNSDALE,
VIC
26
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000242328
About Romi Bitar
Romi Bitar is a financial adviser based in Bairnsdale, Victoria, with 26 years of experience in the financial services industry since 2000. Romi is currently authorised under Ropan Licensees. Romi holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Romi's qualifications include a Certified Financial Planner from Financial Planning Association of Australia. Romi 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
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1995
Advanced Certificate in Accounting
East Gippsland TAFE
1996
Associate Diploma in Accounting
East Gippsland TAFE
2001
Bachelor of Business (Financial Planning)
RMIT University
2006
Certified Financial Planner
Financial Planning Association of Australia
2011
Life Risk Specialist
Financial Planning Association of Australia
Registration History
TOTAL LICENSING SOLUTIONS PTY LTD
MAGNITUDE GROUP PTY LTD
MAGNITUDE GROUP PTY LTD
GUARDIANFP PTY LIMITED
Source: ASIC Financial Advisers Register