Deborah Kay Roscoe
Financial Adviser in Lindfield, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000418273
- Location
- Lindfield NSW 2070
- Licensee
- HNW Planning Pty Ltd (AFSL 225216)
- Authorised since
- 7 August 2015
- First provided advice
- 2012
- Qualifications
- Associate Diploma of Business (Accounting), TAFE (1994); Bachelor of Business, University of Technology Sydney (1998); Graduate Diploma of Financial Planning, Financial Services Institute of Australasia (Finsia) (2008); Ethics and Professionalism in Financial Advice, Kaplan Professional (2025)
- Memberships
- Chartered Accountants Australia and New Zealand (CA ANZ); Chartered Tax adviser & Member of the Tax Institute; Financial Advice Association of Australia (FAAA); National Tax & Accountants Association
- 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, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Deborah Kay Roscoe
Deborah Kay Roscoe is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Lindfield, New South Wales (adviser number 000418273).
Deborah provides advice as an authorised representative of HNW Planning Pty Ltd, which holds Australian financial services licence 225216. That authorisation dates from 7 August 2015.
According to the register, Deborah first provided financial advice in 2012. Qualifications and training on file include Associate Diploma of Business (Accounting) (TAFE, 1994), Bachelor of Business (University of Technology Sydney, 1998) and Graduate Diploma of Financial Planning (Financial Services Institute of Australasia (Finsia), 2008). Professional memberships recorded: Chartered Accountants Australia and New Zealand (CA ANZ), Chartered Tax adviser & Member of the Tax Institute and Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Deborah Kay Roscoe a registered financial adviser?
Yes. Deborah Kay Roscoe is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000418273.
Which licensee does Deborah Kay Roscoe work under?
HNW Planning Pty Ltd, Australian financial services licence 225216.
What can Deborah Kay Roscoe 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; standard margin lending.