Financial Adviser · WARRNAMBOOL, VIC

Bradley Rogers

WARRNAMBOOL, VIC

21 Years experience

Tax advice
authorised

ASIC Registered · ADV 000343890

Currently at

The Advice Exchange

South Yarra, VIC (firm address)

View firm profile

About Bradley Rogers

Bradley Rogers is a financial adviser based in Warrnambool, Victoria, with 21 years of experience in the financial services industry since 2005. Bradley is currently authorised under The Advice Exchange. Bradley holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Bradley's qualifications include a 5 unit CFP Certification Program from Financial Planning Association of Australia Limited. Bradley 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

Restrictions: All Superannuation including Self-Managed Super Funds. Excludes Credit Services.

Authorised to provide tax financial advice services

Qualifications and Training

2004

Bachelor of Commerce (Accounting and Finance)

Monash University

2007

Diploma of Financial Services (Financial Planning)

Kaplan Professional Education

2010

5 unit CFP Certification Program

Financial Planning Association of Australia Limited

2010

Margin Lending and Geared Investments

Kaplan Professional

2019

FPC002B Ethics and Professionalism in Financial Advice

Ethics - Kaplan Higher Education

2026

Bachelor of Laws

University of New England

Registration History

The Advice Exchange Pty Ltd

Jul 2025 - Present Current

All Superannuation including Self-Managed Super Funds. Excludes Credit Services.

Ri Advice Group Pty Ltd

Aug 2013 - Jun 2025 Ceased

Financial Wisdom Limited

Aug 2011 - Aug 2013 Ceased

Count Financial Limited

Jan 2010 - Jun 2011 Ceased

Source: ASIC Financial Advisers Register