RODNEY GRAY
Financial Adviser · Newcastle, NSW
📚 Qualifications & Training
1989 - Bachelor of Commerce - - University of Newcastle
1992 - Chartered Accountant - - Chartered Accountants Australia New Zealand
1994 - Graduate Diploma in Applied Finance & Investment - - Securities Institute
2000 - Certified Financial Planner - - FPA
🏢 Professional Memberships
Chartered Accountants Australia and New Zealand (CA ANZ)
Financial Advice Association of Australia (FAAA)
Financial Planning Association (FPA) - Certified Financial Planner
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.