ROHAN MCCLURE

Financial Adviser Β· Melbourne, VIC

Registered

Registration Number

001235713

Registration Status

Registered

Location

Melbourne, VIC 3000

Providing Advice Since

2015

Registration Date

20/02/2017

Financial Services Licensee

CANACCORD GENUITY FINANCIAL LIMITED

Licence #000239052

πŸ“š Qualifications & Training

2006 - Bachelor of Commerce majoring in Accounting, Finance and Financial Planning - - Deakin University
2012 - Certified Financial Planner - Professional Designations - Financial Planning Association of Australia
2017 - DFP5v3 Tax for Financial Advising - - KAPLAN
2019 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - KAPLAN
2020 - Relevant Provider Exam - Other - FASEA

🏒 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.