Financial Adviser
· MELBOURNE, VIC
Rochelle Jane Pattison
No disciplinary history on record with ASIC
30
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001250643
Rochelle Jane Pattison is a financial adviser based in Melbourne, Victoria, with 30 years of experience in the financial services industry. Rochelle is currently authorised under Chimaera Private Limited. Rochelle 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 Commerce from University of Melbourne. Rochelle is a member of CPA Australia (CPA), Financial Services Institute and Tax Institute of Australia.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Derivatives
Foreign Exchange
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1991
Bachelor of Commerce
University of Melbourne
1991
Bachelor of Law
University of Melbourne
2000
Dip Applied Finance
Securities Institute of Aust
2001
Institute of Chartered Accountants
Financial Planning Specialist
Registration History
Source: ASIC Financial Advisers Register