Ramon-Paolo Bautista
Financial Adviser in Surrey Hills, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001249229
- Location
- Surrey Hills VIC 3127
- Licensee
- Beryllium Advisers Pty Ltd (AFSL 528250)
- Authorised since
- 25 August 2023
- First provided advice
- 2016
- Qualifications
- Bachelor of Applied Science (Computer Science), RMIT (2000); Graduate Diploma of Financial Planning, Kaplan Professional (2015); MAI769, Deakin University (2019); Self Managed Superannuation Fund Adviser (Personal Advice), Mentor Education (2019)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts
- Tax (financial) advice
- Yes
- Register status
- Current
About Ramon-Paolo Bautista
On the Financial Advisers Register kept by ASIC, Ramon-Paolo Bautista appears as a current financial adviser in Surrey Hills, Victoria, adviser number 001249229.
Advice is given under the Australian financial services licence of Beryllium Advisers Pty Ltd, licence number 528250. The current authorisation started on 25 August 2023.
According to the register, Ramon-Paolo first provided financial advice in 2016. The qualifications listed for Ramon-Paolo include Bachelor of Applied Science (Computer Science) (RMIT, 2000), Graduate Diploma of Financial Planning (Kaplan Professional, 2015) and MAI769 (Deakin University, 2019).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Ramon-Paolo Bautista a registered financial adviser?
Yes. Ramon-Paolo Bautista is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001249229.
Which licensee does Ramon-Paolo Bautista work under?
Beryllium Advisers Pty Ltd, Australian financial services licence 528250.
What can Ramon-Paolo Bautista give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts.