Financial Adviser
· MANDURAH, WA
Magda Lucia Rocha Betlem
No disciplinary history on record with ASIC
MANDURAH,
WA
10
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001245707
Magda Lucia Rocha Betlem is a financial adviser based in Mandurah, Western Australia, with 10 years of experience in the financial services industry since 2016. Magda is currently authorised under Advice Assist Australia. Magda holds authorisations to advise on superannuation and deposit products, as well as tax financial advice services (TFAS). Magda's qualifications include a Bachelor of Business from Edith Cowan University. Magda is a member of CPA Australia (CPA) and National Tax and Accountants Association (NTAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Deposit Products
Authorised to provide tax financial advice services
Qualifications and Training
2006
Bachelor of Business
Edith Cowan University
2013
CPA Program
CPA Australia Ltd
2025
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education
2025
SMSF Specialist Advisor Program
SMSF Association Ltd
Registration History
Financial product advice restricted as per "Notice of Authorisation" issued
Source: ASIC Financial Advisers Register