Financial Adviser · BUNBURY, WA

Ryan James Pitts

BUNBURY, WA
13 Years experience
Tax advice
authorised
ASIC Registered · ADV 000446180
Currently at
Bunbury, WA (firm address)

About Ryan James Pitts

Ryan James Pitts is a financial adviser based in Bunbury, Western Australia, with 13 years of experience in the financial services industry since 2013. Ryan is currently authorised under Marlston Forrest Wealth. Ryan holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Ryan's qualifications include a Graduate Diploma in Financial Planning from Victoria University. Ryan 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

2013
Diploma of Financial Planning
Kaplan Professional
2015
Certificate IV in Finance and Mortgage Broking
AAMC Training Group
2025
Graduate Diploma in Financial Planning
Victoria University

Registration History

Nov 2023 - Present Current
May 2023 - Present Current
Sep 2021 - May 2023 Ceased
Restriction on SMSF
Mar 2021 - Sep 2021 Ceased
No Margin Lending, Gearing, Credit, SMSF.
Sep 2013 - Dec 2020 Ceased

Source: ASIC Financial Advisers Register