Financial Adviser
· GEELONG WEST, VIC
Robert Kirtley
No disciplinary history on record with ASIC
GEELONG WEST,
VIC
19
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000313332
About Robert Kirtley
Robert Kirtley is a financial adviser based in Geelong West, Victoria, with 19 years of experience in the financial services industry since 2007. Robert is currently authorised under Beryllium Advisers, operating through Financial Freedom By Design. Robert holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Robert's qualifications include a Certified Financial Planner (CFP) from Financial Planning Association (FPA). Robert 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
2005
Bachelor of Commerce
Deakin University
2010
Certified Financial Planner (CFP)
Financial Planning Association (FPA)
2021
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
2026
Super Concepts Specialist SMSF Online Course
The University of Adelaide