CASEY ROCK
Financial Adviser · Melbourne, VIC
📚 Qualifications & Training
2003 - Bachelor of Arts, Political Science and International Relations - - University of Queensland
2010 - Bachelor of Business, Banking and Finance - - Queensland University of Technology
2013 - Diploma of Financial Markets - - Australian Financial Markets Association
2024 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education Pty Ltd
🏢 Professional Memberships
Australian Financial Markets Association (AFMA)
ℹ️ What is a Financial Adviser?
A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.
Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.
Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.