Romi Bitar Financial Planner Report

Name:
Romi Bitar

Rep Number:
000242328

Status:
Current

First Advice:
2000

Disciplinary action:
No action

Most Recent Role:
2017-07-03 onwards

Licensee
Name:

Number:
000495981

Appointed By
Name:
Total Licensing Solutions Pty Ltd

Licence Number:
000495981

May advise on following product areas:
Non-basic Deposit Products
Government Debentures, Stocks or Bonds
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
Standard Margin Lending Facility
Retirement Savings Account Products
Securities
Superannuation

Qualifications
East Gippsland TAFE
Advanced Certificate in Accounting
East Gippsland TAFE
Associate Diploma in Accounting
RMIT University
Bachelor of Business (Financial Planning)
Financial Planning Association of Australia
Certified Financial Planner
Financial Planning Association of Australia
Life Risk Specialist

Memberships
Association of Financial Advisers (AFA)
Financial Planning Association of Australia (FPA)