Financial Adviser
· BELROSE, NSW
Jonathan Rogers
No disciplinary history on record with ASIC
BELROSE,
NSW
28
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001001987
About Jonathan Rogers
Jonathan Rogers is a financial adviser based in Belrose, New South Wales, with 28 years of experience in the financial services industry since 1998. Jonathan is currently authorised under Fortnum Private Wealth. Jonathan holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Jonathan's qualifications include a Bachelor of Economics from Macquarie University.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1990
Bachelor of Economics
Macquarie University
1995
Certified Practising Accountant (CPA)
CPA Australia
2011
Margin Lending
Stockbrokers Association of Australia (formerly SDIA)
2011
Securities
Stockbrokers Association of Australia (formerly SDIA)
2015
Graduate Certificate in Financial Planning
Kaplan Higher Education Pty Limited
2025
FPC002B
Bridging Course - Ethics - Kaplan Higher Education Pty Limited