Financial Adviser · SYDNEY, NSW

Louise Rottier

SYDNEY, NSW
24 Years experience
Tax advice
authorised
ASIC Registered · ADV 001008436
Currently at
Bundall, QLD (firm address)

Louise Rottier is a financial adviser based in Sydney, New South Wales, with 24 years of experience in the financial services industry since 2002. Louise is currently authorised under Alliance Wealth, operating through Qa Advice. Louise holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Louise's qualifications include a Bachelor of Applied Science (Medical Radiation Technology) from Queensland University of Technology.

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

1996
Bachelor of Applied Science (Medical Radiation Technology)
Queensland University of Technology
2004
Diploma of Financial Planning (8 Units)
Financial Planning Association of Australia
2011
Margin Lending and Geared Investments Course
Kaplan Professional
2015
Self Managed Superannuation Funds Program
Kaplan Professional
2021
Graduate Diploma of Financial Planning
Kaplan Higher Education
2024
Accredited Aged Care Professional Program
Aged Care Steps

Registration History

May 2022 - Present Current
May 2022 - May 2022 Ceased
Not authorised to provide advice on Self-Managed Super Funds, except for life insurance, contribution and basic investment advice for an existing SMSF
SHAW AND PARTNERS FINANCIAL PLANNING PTY LTD
Jul 2019 - May 2022 Ceased
Jul 2019 - May 2022 Ceased
May 2015 - Jun 2019 Ceased

Source: ASIC Financial Advisers Register