ROHAN MCPHERSON
Financial Adviser · Sydney, NSW
📚 Qualifications & Training
1998 - CFP - - FPA
2001 - DFP - - FPA
2004 - ALPA - - ASX
2005 - SMSF - - Tribeca
2013 - Chartered Financial Analyst (CFA) - - CFA Institute
🏢 Professional Memberships
Chartered Financial Analyst Institute (CFA Institute)
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.