Rhonda Annette Futterleib
Financial Adviser in Taree, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001252692
- Location
- Taree NSW 2430
- Licensee
- Politis Investment Strategies Pty Ltd (AFSL 253125)
- Authorised since
- 10 March 2017
- First provided advice
- 2017
- Qualifications
- Bachelor of Economics, Macquarie University (1986); Chartered Accountant, Chartered Accountants Australia and New Zealand (1990); Diploma in Financial Planning, Kaplan Professional (2016); Self Managed Superannuation Funds Statement of Attainment, Kaplan Professional (2017); Ethics and Professionalism in Financial Advice (FPC002B), Kaplan Professional (2020); Superannuation and Retirement Advice (FPC003), Kaplan Professional (2024)
- Memberships
- Chartered Accountants Australia and New Zealand (CA ANZ)
- Advice areas
- superannuation, managed investment schemes, life risk insurance, life investment products, deposit and payment products
- Restriction
- Financial product advice restricted as per Notice of Authorisation and Approved Product List issued
- Tax (financial) advice
- Yes
- Register status
- Current
About Rhonda Annette Futterleib
Rhonda Annette Futterleib is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Taree, New South Wales (adviser number 001252692).
Advice is given under the Australian financial services licence of Politis Investment Strategies Pty Ltd, licence number 253125. The current authorisation started on 10 March 2017.
The register records 2017 as the year Rhonda first provided financial advice. Qualifications and training on file include Bachelor of Economics (Macquarie University, 1986), Chartered Accountant (Chartered Accountants Australia and New Zealand, 1990) and Diploma in Financial Planning (Kaplan Professional, 2016). Rhonda is recorded as a member of Chartered Accountants Australia and New Zealand (CA ANZ).
The authorisation covers advice on superannuation, managed investment schemes, life risk insurance, life investment products and deposit and payment products. The register also shows that tax (financial) advice services can be provided.
The register adds a condition to this authorisation: “Financial product advice restricted as per Notice of Authorisation and Approved Product List issued.”
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Questions people ask
Is Rhonda Annette Futterleib a registered financial adviser?
Yes. Rhonda Annette Futterleib is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001252692.
Which licensee does Rhonda Annette Futterleib work under?
Politis Investment Strategies Pty Ltd, Australian financial services licence 253125.
What can Rhonda Annette Futterleib give advice on?
The register lists these advice areas: superannuation; managed investment schemes; life risk insurance; life investment products; deposit and payment products. It also records this restriction: "Financial product advice restricted as per Notice of Authorisation and Approved Product List issued."