Robert James Laurie
Financial Adviser in Toowoomba City, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000425270
- Location
- Toowoomba City QLD 4350
- Licensee
- Lifespan Financial Planning Pty Ltd (AFSL 229892)
- Authorised since
- 24 August 2020
- First provided advice
- 2012
- Qualifications
- Bachelor of Business Major in Computer Software Development, University of Southern Queensland (2006); Diploma of Financial Services (Financial Planning), Kaplan Professional (2012); Advanced Diploma of Financial Planning, Kaplan Professional (2021); Ethics and Professionalism in Financial Advice, Kaplan (2023); Master of Financial Planning, Kaplan (2024)
- Memberships
- Association of Independently Owned Financial Professionals (AIOFP)
- 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 Robert James Laurie
Robert James Laurie is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Toowoomba City, Queensland (adviser number 000425270).
The licensee Robert advises under is Lifespan Financial Planning Pty Ltd (AFS licence 229892). That authorisation dates from 24 August 2020.
According to the register, Robert first provided financial advice in 2012. Qualifications and training on file include Bachelor of Business Major in Computer Software Development (University of Southern Queensland, 2006), Diploma of Financial Services (Financial Planning) (Kaplan Professional, 2012) and Advanced Diploma of Financial Planning (Kaplan Professional, 2021). Professional memberships recorded: Association of Independently Owned Financial Professionals (AIOFP).
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 Robert James Laurie a registered financial adviser?
Yes. Robert James Laurie is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000425270.
Which licensee does Robert James Laurie work under?
Lifespan Financial Planning Pty Ltd, Australian financial services licence 229892.
What can Robert James Laurie 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.