Financial Adviser · WOOLLOONGABBA, QLD

Robert Keith Louie

WOOLLOONGABBA, QLD

40 Years experience

Tax advice
authorised

ASIC Registered · ADV 000267786

Currently at

Matrix Planning Solutions Limited

Bundall, QLD (firm address)

View firm profile

About Robert Keith Louie

Robert Keith Louie is a financial adviser based in Woolloongabba, Queensland, with 40 years of experience in the financial services industry since 1986. Robert is currently authorised under Matrix Planning Solutions Limited, operating through Matrix Planning Solutions. 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 Graduate Diploma of Financial Planning from Kaplan Higher Education. 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 Deposit Products Government Bonds

Authorised to provide tax financial advice services

Qualifications and Training

2004

Diploma of Financial Services

National Insurance Brokers Association

2004

PS146 Generic Knowledge & Skills and Managed Investments Courses

Kaplan Professional

2016

Advanced Diploma of Financial Planning

Mentor Education

2020

Self Managed Superannuation Fund Adviser (Personal Advice)

Mentor Education

2024

Graduate Diploma of Financial Planning

Kaplan Higher Education

Registration History

Matrix Planning Solutions Limited

Feb 2020 - Present Current

Financial Wisdom Limited

Mar 2004 - Feb 2020 Ceased

Not authorised to provide personal advice on Securities; Standard Margin Lending.

Source: ASIC Financial Advisers Register