Financial Adviser · PERTH, WA

Laura Simone Bosman

PERTH, WA

8 Years experience

Tax advice
authorised

ASIC Registered · ADV 001271006

Licensee

Perpetual Trustee Company Limited

Sydney, NSW (licence address on ASIC register)

View licensee

About Laura Simone Bosman

Laura Simone Bosman is a financial adviser based in Perth, Western Australia, with 8 years of experience in the financial services industry since 2018. Laura works at Perpetual Trustee Company, which is licensed through Perpetual Trustee Company Limited. Laura holds authorisations to advise on superannuation, life insurance investments, managed investments and securities, as well as tax financial advice services (TFAS). Laura's qualifications include a Bachelor of Commerce from University of Western Australia. Laura is a member of Chartered Accountants Australia and New Zealand (CA ANZ) and SMSF Association.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Investments Managed Investments Securities Derivatives Deposit Products Government Bonds

Authorised to provide tax financial advice services

Qualifications and Training

2009

Bachelor of Commerce

University of Western Australia

2015

Chartered Accountants Program / Graduate Diploma (CA)

Chartered Accountants Australia and New Zealand

2018

Diploma of Financial Planning

Kaplan Business

2023

SMSF Specialist Advisor

SMSF Association

2025

Client and Consumer Behaviour

Behavioural Finance - Kaplan Professional

2025

Ethics and Professionalism in Financial Advice

Ethics - Kaplan Professional

Registration History

Perpetual Trustee Company Limited

Apr 2025 - Present Current

Twd Licensee Services Pty Ltd

Dec 2018 - May 2023 Ceased

Source: ASIC Financial Advisers Register