Robert Beutum

Fts Financial Planning Pty Ltd

Gold
19 Yrs Experience
Bondi Junction, NSW 2022

After leaving the accounting profession, I studied and became a Financial Planner and have been practising Financial Planning for about 30 years.

My experience includes being a Senior Adviser and Associate Director at one of the largest Financial Planning firms in Australia where I worked for almost 20 years.

I am now the Principal and Senior Planner of my own practice with our own AFSL. We are not tied or owned by any instituation.

Our practise comprises of 9 staff.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Aged Care
  • Socially Responsible
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

I charge a fee for the SOA and a fee for ongoing service. I give the client the choice to have the ongoing fees charged as a % of funds under advice or a fixed fee

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 10
  • First year providing advice 2003
  • Years of experience 19
  • Highest qualifications
    • Diploma of Accounting
    • Diploma of Financial Planning (1-8)
  • Language spoken
    • English

Fts Financial Planning Pty Ltd

Suite 1302, Level 13, Westfield Tower 2, 101 Grafton Street
Bondi Junction, NSW 2022

Licensed by

Fts Financial Services Pty Ltd

AFSL 351527