IMOGEN KATE ROLES
Financial Adviser · Barton, ACT
📚 Qualifications & Training
2002 - Bachelor of Commerce in Banking and Finance - Bachelor Degree (AQF 7) - University of Canberra
2005 - Professional Accounting - Graduate Certificate (AQF 8) - University of Canberra
2023 - Master of Financial Planning - Masters Degree (AQF 9) - Deakin University
🏢 Professional Memberships
Chartered Accountants Australia and New Zealand (CA ANZ)
Financial Advice Association of Australia (FAAA)
National Tax and Accountants Association (NTAA)
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.