Financial Adviser
· SYDNEY, NSW
Philip Barclay Rofe
No disciplinary history on record with ASIC
23
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001001207
Philip Barclay Rofe is a financial adviser based in Sydney, New South Wales, with 23 years of experience in the financial services industry. Philip is currently authorised under Climb Wealth Pty Ltd. Philip 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 Master of Business Adminstration from Bond University.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2000
Master of Business Adminstration
Bond University
2007
Accredited Derivatives Advisor 1&2
Kaplan
2019
Master of Financial Planning
UNSW
2022
FASEA ASIC Adviser Exam
ASIC
Registration History
SUETONIUS WEALTH MANAGEMENT PTY LIMITED
ASX exchange traded derivatives only
KINETIC SECURITIES PTY. LIMITED
Source: ASIC Financial Advisers Register