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 4.95
  • 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

4.95
10 Reviews
5
4
3
2
1
5.00
Clear communication
5.00
Knowledge & expertise
4.90
Customer care
5.00
Likely to recommend
Showing reviews 1—10 of 10

Sort by

5.00

"I have met with a number of financial advisers - Robert Beutum is by far and away the best. Ensures he has a thorough understanding of my circumstances, goals and objectives and then provides fantastic strategic and investment advice. Follow up and monitoring is superb. I am a client of Robert's forever - I sincerely appreciate his support."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Tax Strategies
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"A brilliant and honest adviser. thanks Robert!"

  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Robert is very professional, extremely knowledgeable, and is genuinely interested in helping you. He also happens to be a very nice guy."

  • Superannuation
  • Retirement & Pension
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Robert is very professional and extremely knowledgeable. I find him very trustworthy and would not hesitate to recommend his services to my family and friends."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Rob has helped me understand the benefits of having risk insurance and a diversified investment strategy, then helped me implement these in a very effective and professional manner."

  • Insurance Protection
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Has a good understanding of his clients requirements and comes up with solutions with least risk. Communicates well with his clients other professional advisers"

  • Retirement & Pension
  • Self Managed SuperFunds
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Rob explains things well and has helped me build my wealth for retirement. I would highly recommend him to anyone. John 2594"

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Robert is personable,interested in all aspects of his client's life and,with his many years experience,able to offer wise advice and guidance on a range of issues.I have no hesitation in recommendeing Robert to family friends and business associates."

  • Superannuation
  • Retirement & Pension
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I find Robert to be the ultimate professional and I have every confidence in him and highly recommend his services to my friends and family. His advice is very down to earth and practical. Michelle"

  • Superannuation
  • Retirement & Pension
  • Small Business Advice
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Robert and his firm are very professional and helped me to give direction and was happy to work with my other advisers to ensure we were on track."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 10

My clients have reviewed me based on the following areas of advice

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

Qualifications & Training

Responsible Officer

Level
0 - Training / Exam / Other
Institution
Gold Seal
Completed
2010

Margin Lending

Level
0 - Training / Exam / Other
Institution
Colonial First State
Completed
2012

Diploma of Accounting

Level
5 - Diploma
Institution
TAFE Higher Education NSW Northern Sydney
Completed
1982

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
Royal Melbourne Institute of Technology (RMIT)
Completed
1996

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Practitioner Member

Financial Planning Association of Australia (FPA)

Membership type
AFP
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