Data sourced from ASIC Financial Advisers Register
Financial Adviser · MALVERN, VIC

Jason Santo Roccasalvo

10 Years experience
Tax advice
authorised
Currently at
Tag Financial Advisors Pty Ltd
Malvern, VIC
View firm profile
ASIC Registered · ADV 001238214

Jason Santo Roccasalvo is a financial adviser based in Malvern, Victoria, with 10 years of experience in the financial services industry. Jason is currently authorised under Tag Financial Advisors Pty Ltd. Jason holds authorisations to advise on superannuation and deposit products, as well as tax financial advice services (TFAS). Their qualifications include a Bachelor of Commerce from University of Melbourne. Jason is a member of Chartered Accountants Australia and New Zealand (CA ANZ).

Authorised to Advise On

Tax Financial Advice Superannuation Deposit Products

Restrictions: Superannuation is limited to Self Managed Superannuation Funds

Authorised to provide tax financial advice services

Qualifications and Training

1999
Bachelor of Commerce
University of Melbourne
2003
Chartered Accountant (CA)
CA ANZ
2015
Diploma of Financial Planning
Kaplan
2020
Client Engagement Skills
Behavioural Finance - Kaplan Professional
2020
Ethics for Financial Services (Intensive)
Ethics - Deakin University

Registration History

Tag Financial Advisors Pty Ltd
Jul 2016 - Present Current
Superannuation is limited to Self Managed Superannuation Funds

Source: ASIC Financial Advisers Register