PHILIP BARCLAY ROFE
Financial Adviser · Sydney, NSW
📚 Qualifications & Training
2000 - Master of Business Adminstration - - Bond University
2007 - Accredited Derivatives Advisor 1&2 - Professional Designations - Kaplan
2019 - Master of Financial Planning - Masters Degree (AQF 9) - UNSW
2022 - FASEA ASIC Adviser Exam - Other - ASIC
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.