Financial Adviser
· NORTH SYDNEY, NSW
Rovena Purcell
No disciplinary history on record with ASIC
10
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001239357
Rovena Purcell is a financial adviser based in North Sydney, New South Wales, with 10 years of experience in the financial services industry. Rovena is currently authorised under The Lunar Group Pty Limited. Rovena holds authorisations to advise on superannuation, life insurance, life insurance investments and deposit products, as well as tax financial advice services (TFAS). Their qualifications include a Certified Financial Planner CFP from Financial Planning Association of Australia. Rovena is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and 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
Kaplan
2022
Master of Financial Planning
Kaplan