Jason Rosewarne
Financial Adviser in Melbourne, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000278767
- Location
- Melbourne VIC 3004
- Licensee
- Australian Financial Planning Group Pty Limited (AFSL 247430)
- Authorised since
- 16 August 2023
- First provided advice
- 2004
- Qualifications
- Certificate IV Financial Services (Finance/Mortgage Broking), Tribeca (2005); Margin Lending and Geared Investments, Kaplan Professional (2010); Advanced Diploma of Financial Services (Financial Planning), Kaplan Professional (2011); Bachelor of Business (Finance), Edith Cowan University (ECU) (2013); Ethics and Professionalism in Financial Advice, Kaplan Professional (2021)
- Memberships
- FBAA - Finance Brokers Association of Australia; Financial Advice Association of Australia (FAAA)
- 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 Jason Rosewarne
Jason Rosewarne is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Melbourne, Victoria (adviser number 000278767).
The licensee Jason advises under is Australian Financial Planning Group Pty Limited (AFS licence 247430). That authorisation dates from 16 August 2023.
According to the register, Jason first provided financial advice in 2004. The qualifications listed for Jason include Certificate IV Financial Services (Finance/Mortgage Broking) (Tribeca, 2005), Margin Lending and Geared Investments (Kaplan Professional, 2010) and Advanced Diploma of Financial Services (Financial Planning) (Kaplan Professional, 2011). Jason is recorded as a member of FBAA – Finance Brokers Association of Australia and Financial Advice Association of Australia (FAAA).
Jason is authorised to advise 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 Jason Rosewarne a registered financial adviser?
Yes. Jason Rosewarne is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000278767.
Which licensee does Jason Rosewarne work under?
Australian Financial Planning Group Pty Limited, Australian financial services licence 247430.
What can Jason Rosewarne 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.