Financial Adviser
· MALVERN, VIC
Bettina Rosen
No disciplinary history on record with ASIC
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001268304
Bettina Rosen is a financial adviser based in Malvern, Victoria, with 8 years of experience in the financial services industry. Bettina is currently authorised under Paragem Pty Limited. Bettina 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 Bachelor of Arts from University of Melbourne.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Restrictions: Superannuation excludes Self Managed Superannuation Funds.
Authorised to provide tax financial advice services
Qualifications and Training
1990
Bachelor of Arts
University of Melbourne
2001
8 Unit Diploma of Financial Planning
Financial Planning Association of Australia (FPA)
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education
2023
Graduate Diploma of Financial Planning
Kaplan Higher Education
2025
Tax for Financial Advising
Kaplan Professional
Registration History
Superannuation excludes Self Managed Superannuation Funds.
Source: ASIC Financial Advisers Register