Financial Adviser
· MELBOURNE, VIC
Paul Michael Owen Rogers
No disciplinary history on record with ASIC
14
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000431109
Paul Michael Owen Rogers is a financial adviser based in Melbourne, Victoria, with 14 years of experience in the financial services industry. Paul is currently authorised under Beryllium Advisers Pty Ltd. Paul 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 Graduate Diploma of Financial Planning from Kaplan Professional. Paul is a member of 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
2011
Diploma of Financial Services (Financial Planning)
Kaplan Professional
2013
Self-Mananged Super Funds
Integrity Education Group
2014
Advanced Diploma of Financial Planning
Kaplan Professional
2018
Margin Lending
Kaplan
2023
Graduate Diploma of Financial Planning
Kaplan Professional
Registration History
MDA Services limited to advice only
One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.
Source: ASIC Financial Advisers Register