Financial Adviser · MELBOURNE, VIC

Jason Rosewarne

MELBOURNE, VIC

22 Years experience

Tax advice
authorised

ASIC Registered · ADV 000278767

Licensee

Australian Financial Planning Group

Sydney, NSW (licence address on ASIC register)

View licensee

About Jason Rosewarne

Jason Rosewarne is a financial adviser based in Melbourne, Victoria, with 22 years of experience in the financial services industry since 2004. Jason is currently authorised under Australian Financial Planning Group. Jason holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Jason's qualifications include a Bachelor of Business (Finance) from Edith Cowan University (ECU). Jason is a member of FBAA - Finance Brokers Association of Australia and 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

Authorised to provide tax financial advice services

Qualifications and Training

2005

Certificate IV Financial Services (Finance/Mortgage Broking)

Tribeca

2010

Margin Lending and Geared Investments

Kaplan Professional

2011

Advanced Diploma of Financial Services (Financial Planning)

Kaplan Professional

2013

Bachelor of Business (Finance)

Edith Cowan University (ECU)

2021

Ethics and Professionalism in Financial Advice

Ethics - Kaplan Professional

Registration History

Australian Financial Planning Group Pty Limited

Aug 2023 - Present Current

Praescius Financial Holdings Pty Ltd

May 2020 - Aug 2023 Ceased

Jason can recommend MDA Services but is not authorised to operate

Akumin Financial Planning Pty Limited

Jun 2013 - Apr 2020 Ceased

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

Charter Financial Planning Limited

Jul 2011 - Jun 2013 Ceased

FINANCIAL CIRCLE PTY LTD

Jun 2009 - Nov 2010 Ceased

Akumin Financial Planning Pty Limited

Aug 2004 - Aug 2007 Ceased

Source: ASIC Financial Advisers Register