Financial Adviser · LAUNCESTON, TAS

Rodney Brian Bird

26 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 001002788

Rodney Brian Bird is a financial adviser based in Launceston, Tasmania, with 26 years of experience in the financial services industry. Rodney is currently authorised under Hillross Financial Services Limited. Rodney 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 Diploma of Financial Services (Financial Planning) from Pinnacle Financial Services Academy Pty Ltd.

Authorised to Advise On

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

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

2012

Diploma of Financial Services (Financial Planning)

Pinnacle Financial Services Academy Pty Ltd

2016

Self Managed Superannuation Funds

Integrity Education Group

2022

Commercial Law

Kaplan Higher Education Pty Limited

2022

Tax for Financial Advising

Kaplan Higher Education Pty Limited

Registration History

Hillross Financial Services Limited

Feb 2022 - Present Current

One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Charter Financial Planning Limited

Nov 2015 - Dec 2021 Ceased

One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.

Commonwealth Financial Planning Limited

Sep 2009 - Oct 2015 Ceased

Not authorised to provide personal advice on Securities; Standard Margin Lending.

Source: ASIC Financial Advisers Register