Bettina Rosen
Financial Adviser in Malvern, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001268304
- Location
- Malvern VIC 3144
- Licensee
- Paragem Pty Limited (AFSL 297276)
- Authorised since
- 12 October 2018
- First provided advice
- 2018
- Qualifications
- Bachelor of Arts, University of Melbourne (1990); 8 Unit Diploma of Financial Planning, Financial Planning Association of Australia (FPA) (2001); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education (2020); Graduate Diploma of Financial Planning, Kaplan Higher Education (2023); Tax for Financial Advising, Kaplan Professional (2025)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts
- Restriction
- Superannuation excludes Self Managed Superannuation Funds.
- Tax (financial) advice
- Yes
- Register status
- Current
About Bettina Rosen
Bettina Rosen is a financial adviser in Malvern, Victoria, listed on the Financial Advisers Register kept by ASIC under adviser number 001268304.
Advice is given under the Australian financial services licence of Paragem Pty Limited, licence number 297276. That authorisation dates from 12 October 2018.
The register records 2018 as the year Bettina first provided financial advice. The qualifications listed for Bettina include Bachelor of Arts (University of Melbourne, 1990), 8 Unit Diploma of Financial Planning (Financial Planning Association of Australia (FPA), 2001) and FPC002B Ethics and Professionalism in Financial Advice (Kaplan Higher Education, 2020).
Bettina is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
The register adds a condition to this authorisation: “Superannuation excludes Self Managed Superannuation Funds.”
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Questions people ask
Is Bettina Rosen a registered financial adviser?
Yes. Bettina Rosen is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001268304.
Which licensee does Bettina Rosen work under?
Paragem Pty Limited, Australian financial services licence 297276.
What can Bettina Rosen give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts. It also records this restriction: "Superannuation excludes Self Managed Superannuation Funds."