JASON ROSEWARNE
Financial Adviser · Mount Pleasant, WA
📚 Qualifications & Training
2005 - Certificate IV Financial Services (Finance/Mortgage Broking) - - Tribeca
2010 - Margin Lending and Geared Investments - Other - Kaplan Professional
2011 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Professional
2013 - Bachelor of Business (Finance) - Bachelor Degree (AQF 7) - Edith Cowan University (ECU)
2021 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
🏢 Professional Memberships
FBAA - Finance Brokers Association of Australia
Financial Advice Association of Australia (FAAA)
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.