DEBORAH KAY ROSCOE
Financial Adviser · Lindfield, NSW
📚 Qualifications & Training
1994 - Associate Diploma of Business (Accounting) - - TAFE
1998 - Bachelor of Business - - University of Technology Sydney
2008 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Financial Services Institute of Australasia (Finsia)
2025 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
🏢 Professional Memberships
Chartered Accountants Australia and New Zealand (CA ANZ)
Chartered Tax adviser & Member of the Tax Institute
Financial Advice Association of Australia (FAAA)
National Tax & Accountants Association
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.