ROVENA PURCELL
Financial Adviser · North Sydney, NSW
📚 Qualifications & Training
2012 - Bachelor of Economics - - Macquarie University
2014 - Diploma of Financial Planning - - Kaplan
2018 - Certified Financial Planner CFP - - Financial Planning Association of Australia
2022 - Ethics & Professionalism in Financial Advice - Diploma (AQF 5) - Kaplan
2022 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan
🏢 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.