Roderick James De Bie
Financial Adviser in Sydney, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000257654
- Location
- Sydney NSW 2000
- Licensee
- Industry Fund Services Limited (AFSL 232514)
- Authorised since
- 24 October 2022
- First provided advice
- 2004
- Qualifications
- Diploma of Financial Planning, FPA Australia (2004); CFP Education Program, FPA (2006); Tier 2 Compliance Solution, Kaplan (2012); Ethics and Professionalism in Financial Planning, Kaplan (2019)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds
- Restriction
- excluding self managed super funds
- Tax (financial) advice
- Yes
- Register status
- Current
About Roderick James De Bie
Roderick James De Bie is a financial adviser in Sydney, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 000257654.
Roderick provides advice as an authorised representative of Industry Fund Services Limited, which holds Australian financial services licence 232514. That authorisation dates from 24 October 2022.
The register records 2004 as the year Roderick first provided financial advice. The qualifications listed for Roderick include Diploma of Financial Planning (FPA Australia, 2004), CFP Education Program (FPA, 2006) and Tier 2 Compliance Solution (Kaplan, 2012). Roderick is recorded as a member of Financial Advice Association of Australia (FAAA).
Roderick is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 7 product areas in total. The register also shows that tax (financial) advice services can be provided.
A further restriction is recorded on the register: “excluding self managed super funds.”
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Questions people ask
Is Roderick James De Bie a registered financial adviser?
Yes. Roderick James De Bie is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000257654.
Which licensee does Roderick James De Bie work under?
Industry Fund Services Limited, Australian financial services licence 232514.
What can Roderick James De Bie 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. It also records this restriction: "excluding self managed super funds."