Financial Adviser
· SYDNEY, NSW
Rohan Mcpherson
No disciplinary history on record with ASIC
32
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000239316
Rohan Mcpherson is a financial adviser based in Sydney, New South Wales, with 32 years of experience in the financial services industry. Rohan is currently authorised under Firstunity Financial Services Pty Limited. Rohan 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 CFP from FPA. Rohan is a member of Chartered Financial Analyst Institute (CFA Institute).
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
1998
CFP
FPA
2001
DFP
FPA
2004
ALPA
ASX
2005
SMSF
Tribeca
2013
Chartered Financial Analyst (CFA)
CFA Institute