SARAH NICOLE ROELOFS

Financial Adviser Β· Robina, QLD

Registered

Registration Number

001260393

Registration Status

Registered

Location

Robina, QLD 4226

Providing Advice Since

2017

Registration Date

04/01/2021

Financial Services Licensee

FORTNUM PRIVATE WEALTH LTD

Licence #000357306

πŸ“š Qualifications & Training

2016 - Graduate Certificate in Financial Planning - Graduate Certificate (AQF 8) - Charles Sturt University
2018 - Bachelor of Commerce - Bachelor Degree (AQF 7) - University of Tasmania
2018 - Margin Lending - Other - Kaplan
2022 - SuperConcepts Specialist SMSF Online Learning Modules - Certificate (AQF 1-4) - Super Concepts
2023 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan Professional

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.