RORY JAMES MITCHELL
Financial Adviser · Jolimont, WA
📚 Qualifications & Training
2000 - Bachelor of Business - Accounting - Bachelor Degree (AQF 7) - Edith Cowan University
2000 - Bachelor of Business - Accounting - Bachelor Degree (AQF 7) - Edith Cowan University, WA
2010 - SMSF Specialist Advisor - Professional Designations - SMSF Association
2016 - Diploma of Financial Planning (FNS50610) - Diploma (AQF 5) - Integrity Education Group
2016 - Margin Lending - Other - Integrity Education Group
2018 - Accredited Listed Product Adviser Program - Other - Kaplan Professional
2022 - FPC002B - Ethics and Professionalism in Fianncial Advice - Bridging Course - Ethics - Kaplan Higher Education
🏢 Professional Memberships
CPA Australia (CPA)
SMSF Association
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.