Louise Biti - Director

 

MTax, BEc, BA(AS), Dip FP, CFP®, SSA

Louise has 20 years’ experience in financial services and is well respected across the industry. She is the co-founder and Director of Aged Care Steps.

Her experience and background is in providing technical and strategy support on legislative matters to financial advisers, accountants and lawyers. This has involved a focus on the practical implications for clients and the creation of financial planning strategies.

Her career started in a community organisation providing information and education about investments to people applying for government income support. But she has also held roles as the Executive Manager – Adviser Solutions for Suncorp (Asteron) Wealth Management and Head of Research and Technical with ING’s aligned dealer groups

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Louise has always been actively involved in the industry and her achievements include:

  • Previous member of the Aged Care Financing Authority (ACFA), a statutory authority that provided Government with independent advice on funding and financing issues in aged care.

  • Previous Director on the SMSF Association Board

  • Previous Director on the Financial Planning Association of Australia (FPA) Board

  • Awarded the FPA’s Distinguished Service Award

  • Contributor to CCH publications including Master Financial Planning Guide, Small Business Tax Concessions Guide and Practical Guide to SMSFs (co-author)

  • Regular contributor of articles to Your Life Choices (a consumer finance website)

  • Previous lecturer and course developer for Finsia Education

  • Regular speaker at industry conferences

  • Frequently quoted in both consumer media and trade press

She has a Masters of Taxation, a Bachelor of Economics, a Bachelor of Arts (Asian Studies) a Diploma of Financial Services. Louise has achieved Certified Financial Planner™ (CFP) status, is an SMSF Specialist Advisor ™, a registered Tax (Financial) Adviser and is an FAAA Aged Care Specialist™.