Financial Adviser · BONDI JUNCTION, NSW

Roxanne Jade Friedman

1 Years experience

Tax advice
authorised

Currently at

Bundall, QLD

View firm profile

ASIC Registered · ADV 001311438

Roxanne Jade Friedman is a financial adviser based in Bondi Junction, New South Wales, with 1 year of experience in the financial services industry. Roxanne is currently authorised under Matrix Planning Solutions Limited. Roxanne holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Bachelor of Business from University of Technology Sydney.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Government Bonds

Restrictions: Not authorised to provide advice on Self-Managed Superannuation Funds, except for life insurance and contribution advice for an existing SMSF.

Authorised to provide tax financial advice services

Qualifications and Training

2007

Bachelor of Business

University of Technology Sydney

2023

Graduate Diploma of Financial Planning

Kaplan Higher Education

Registration History

Matrix Planning Solutions Limited

Sep 2024 - Present Current

Not authorised to provide advice on Self-Managed Superannuation Funds, except for life insurance and contribution advice for an existing SMSF.

Source: ASIC Financial Advisers Register