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.
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
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.
A brilliant and honest adviser. thanks Robert!
Robert is very professional, extremely knowledgeable, and is genuinely interested in helping you. He also happens to be a very nice guy.
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.
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.
- Adviser status Gold
- Number of reviews 10
- First year providing advice 2003
- Years of experience 20
- Diploma of Accounting
- Diploma of Financial Planning (1-8)
Fts Financial Planning Pty LtdWestfield Tower 2, Suite 1302, Level 13, 101 Grafton Street
Bondi Junction, NSW 2022
Fts Financial Services Pty Ltd