Financial Adviser
· HAWTHORN, VIC
Allan Rozario
No disciplinary history on record with ASIC
9
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001251312
Allan Rozario is a financial adviser based in Hawthorn, Victoria, with 9 years of experience in the financial services industry. Allan is currently authorised under Bg Wealth Management Pty Ltd. Allan 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 Commerce from University of New South Wales (NSW). Allan is a member of Financial Advice Association of Australia (FAAA) and SMSF Association.
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
2016
Master of Commerce
University of New South Wales (NSW)
2018
Accredited Listed Product Adviser Program
Kaplan
2025
Graduate Diploma of Financial Planning
Kaplan
2025
SMSF Regulations & Taxation
Kaplan
2025
Tax for Financial Advising
Regulation & Legal Obligations - Kaplan
2026
Margin Lending Specialist
Kaplan
Registration History
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Source: ASIC Financial Advisers Register