ROHAN REECE REID

Financial Adviser ยท Wayville, SA

Registered

Registration Number

000454948

Registration Status

Registered

Location

Wayville, SA 5034

Providing Advice Since

2014

Registration Date

18/12/2015

Financial Services Licensee

KAIZEN WEALTH PTY LTD

Licence #000480797

๐Ÿ“š Qualifications & Training

2006 - Bachelor of Banking and International Finance - Bachelor Degree (AQF 7) - Flinders University of South Australia
2007 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Professional
2009 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Higher Education Pty Limited
2014 - Cavendish & ICFS Specialist SMSF Course - - Cavendish
2025 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education

๐Ÿข Professional Memberships

Financial Advice Association of Australia (FAAA)

โ„น๏ธ 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.