JASON SANTO ROCCASALVO
Financial Adviser · Malvern, VIC
📚 Qualifications & Training
1999 - Bachelor of Commerce - Bachelor Degree (AQF 7) - University of Melbourne
2003 - Chartered Accountant (CA) - Professional Designations - CA ANZ
2015 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan
2020 - Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Professional
2020 - Ethics for Financial Services (Intensive) - Bridging Course - Ethics - Deakin University
🏢 Professional Memberships
Chartered Accountants Australia and New Zealand (CA ANZ)
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.