Financial Adviser · CABOOLTURE SOUTH, QLD

Roland Knight

45 Years experience
Tax advice
authorised
ASIC Registered · ADV 000297765

Roland Knight is a financial adviser based in Caboolture South, Queensland, with 45 years of experience in the financial services industry. Roland is currently authorised under Infocus Securities Australia Pty Ltd. Roland 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 Advanced Diploma of Financial Services from Kaplan. Roland is a member of Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds Margin Lending

Restrictions: Direct Equities - excludes direct equities advice

Authorised to provide tax financial advice services

Qualifications and Training

2000
Associate of Australia
Financial Planning Association
2010
Margin Lending and Geared Investments
Kaplan
2012
Advanced Diploma of Financial Services
Kaplan
2012
Self Managed Superannuation Funds
RG146 Training Australia
2013
Certificate IV Finance/Mortgage Broking
Kaplan

Registration History

Feb 2006 - Present Current
Direct Equities - excludes direct equities advice

Source: ASIC Financial Advisers Register