Robert Keith Louie
Financial Adviser in Woolloongabba, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000267786
- Location
- Woolloongabba QLD 4102
- Licensee
- Matrix Planning Solutions Limited (AFSL 238256)
- Authorised since
- 24 February 2020
- First provided advice
- 1986
- Qualifications
- Diploma of Financial Services, National Insurance Brokers Association (2004); PS146 Generic Knowledge & Skills and Managed Investments Courses, Kaplan Professional (2004); Advanced Diploma of Financial Planning, Mentor Education (2016); Self Managed Superannuation Fund Adviser (Personal Advice), Mentor Education (2020); Graduate Diploma of Financial Planning, Kaplan Higher Education (2024)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, 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 Keith Louie
Robert Keith Louie is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Woolloongabba, Queensland (adviser number 000267786).
Robert provides advice as an authorised representative of Matrix Planning Solutions Limited, which holds Australian financial services licence 238256. The current authorisation started on 24 February 2020.
The register records 1986 as the year Robert first provided financial advice. Qualifications and training on file include Diploma of Financial Services (National Insurance Brokers Association, 2004), PS146 Generic Knowledge & Skills and Managed Investments Courses (Kaplan Professional, 2004) and Advanced Diploma of Financial Planning (Mentor Education, 2016). Robert is recorded as a member of Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation, managed investment schemes, life risk insurance, life investment products, deposit and payment products and government debentures, stocks and bonds, among 7 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 Keith Louie a registered financial adviser?
Yes. Robert Keith Louie is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000267786.
Which licensee does Robert Keith Louie work under?
Matrix Planning Solutions Limited, Australian financial services licence 238256.
What can Robert Keith Louie give advice on?
The register lists these advice areas: superannuation; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts.