Financial Adviser · MANDURAH, WA

Magda Lucia Rocha Betlem

MANDURAH, WA
10 Years experience
Tax advice
authorised
ASIC Registered · ADV 001245707
Currently at
South Melbourne, VIC (firm address)

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

Apr 2026 - Present Current
Aug 2025 - Apr 2026 Ceased
Mar 2024 - Jun 2025 Ceased
Jul 2016 - Mar 2024 Ceased
Financial product advice restricted as per "Notice of Authorisation" issued

Source: ASIC Financial Advisers Register