Financial Adviser
· PERTH, WA
Rohan John Dalziell
No disciplinary history on record with ASIC
9
Years experience
ASIC Registered · ADV 001260518
Rohan John Dalziell is a financial adviser based in Perth, Western Australia, with 9 years of experience in the financial services industry. Rohan is currently authorised under Shaw And Partners Limited. Rohan holds authorisations to advise on superannuation, managed investments, securities and deposit products. Their qualifications include a Bachelor of Commerce from The University of Western Australia. Rohan is a member of CPA Australia (CPA).
Authorised to Advise On
Superannuation
Managed Investments
Securities
Deposit Products
Margin Lending
Restrictions: For superannuation: this is restricted to investment advice only.
Qualifications and Training
1990
Bachelor of Commerce
The University of Western Australia
1990
Bachelor of Economics
The University of Western Australia
1992
Certified Practicing Accountants Program
Certified Public Accountants of Australia Pty Ltd
2018
Margin Lending Accreditation Program
Stockbrokers and Financial Advisers Association Limited
2018
Professional Diploma in Stockbroking
Stockbrokers and Financial Advisers Association Limited
2025
Client Engagement Skills
Behavioural Finance - Kaplan Higher Education Pty Limited
2025
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Limited
Registration History
For superannuation: this is restricted to investment advice only.
Source: ASIC Financial Advisers Register