ROCHELLE JANE PATTISON
Financial Adviser · Melbourne, VIC
📚 Qualifications & Training
1991 - Bachelor of Commerce - - University of Melbourne
1991 - Bachelor of Law - - University of Melbourne
2000 - Dip Applied Finance - - Securities Institute of Aust
2001 - Institute of Chartered Accountants - - Financial Planning Specialist
🏢 Professional Memberships
CPA Australia (CPA)
CPA Australia (CPA)
Financial Services Institute
Financial Services Institute
Tax Institute of Australia
Tax Institute of Australia
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.