Robert G.J. van Beek
Since 2007 holds current position
Senior Consultant Private Wealth Management at Ortec Finance www.ortec-finance.com
Working Experience
2000 – 2006 Asset & Wealth Manager, Wealth planner and Controller
Degroof Vermogensbeheer, part of Banque Degroof www.degroof.be
1996 – 2000 Consultant Treasury- & Cash Management at ILFA www.ilfa.nl
1992 – 1996 (intern) Account Manager GMZ at ING Bank www.ing.nl
Education, Activities and Societies/memberships
University of Antwerp Management School UAMS 2001-2004 www.uams.be
Master Personal Financial Planning, graduated with title Advisor Personal
Financial Planning
VLEKHO Brussels 1998-1999, www.hubrussel.be
Master Financial Management of companies (FMO)
In The Netherlands and Belgium: different long/short term courses/workshop/training
Kinder Institute 2 day Lifeplanning, NIBESVV, Financial Academy, HEAO Economics, International
Management Forum, ABN Amro Treasury Consultants, Private Banking Association ACP-VAV (B)
Member of the Board of FPFP vzw, Belgian Federation of Personal Financial Planners
Responsible for Cross Boarder, CFP / FPSB projects and International Affairs & Relations
Registerd EFPA Belgium & Europe www.efpa-belgium.org www.efpa-europe.org
Member of FPA Financial Planning Association United States of America www.fpanet.org
Author: (books and pockets in Dutch) www.edipro.info (Luik, Belgium)
2009 Jonger&Wijzer met geld. Pocket about Financial Literacy ISBN 97-89076924-64-9:
2009 Geld een middel, je leven het doel: Life planning het antwoord! Pocket: ISBN 978-9076924-65-6
2007 Pensioen, een uitdaging of een dilemma? Book on Retirement planning: ISBN 978-90-76924-31-1
2004 Persoonlijke Financi?le Planning, een luxe of een must? Book on PFP: ISBN 90-76924-11-2
Published a variety of articles (Dutch and English available):
Nieuwsbrief Financi?le Planning (B), Infinance, Vakblad Financi?le Planning