ROGER JOHN PERRETT
Financial Adviser · Sydney, NSW
📚 Qualifications & Training
1998 - Bachelor of Business - Bachelor Degree (AQF 7) - Australian Catholic University
2006 - Self Managed Superannuation Funds Course - Other - Kaplan Professional
2008 - Accredited Derivatives Adviser Level 1 Course - Other - Kaplan Professional
2011 - Margin Lending and Geared Investments Course - Other - Kaplan Professional
2015 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional
2015 - Diploma of Financial Planning (DFP1-3) - Diploma (AQF 5) - Kaplan Professional
2015 - Securities and Managed Investments Program (DFP4) - Other - Kaplan Professional
2019 - Ethics and Professionalism in Financial Advice Course - Bridging Course - Ethics - Kaplan Higher Education
🏢 Professional Memberships
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.