ROHAN JOHN DALZIELL
Financial Adviser · Perth, WA
📚 Qualifications & Training
1990 - Bachelor of Commerce - Bachelor Degree (AQF 7) - The University of Western Australia
1990 - Bachelor of Economics - Bachelor Degree (AQF 7) - The University of Western Australia
1992 - Certified Practicing Accountants Program - Professional Designations - Certified Public Accountants of Australia Pty Ltd
2018 - Margin Lending Accreditation Program - Certificate (AQF 1-4) - Stockbrokers and Financial Advisers Association Limited
2018 - Professional Diploma in Stockbroking - Diploma (AQF 5) - Stockbrokers and Financial Advisers Association Limited
2025 - Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Higher Education Pty Limited
2025 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education Pty Limited
🏢 Professional Memberships
CPA Australia (CPA)
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.