Jason Santo Roccasalvo
Financial Adviser in Malvern, Victoria, Australia
Review Jason Santo Roccasalvo
Describe your own experience as a client, patient or family member. Leave out phone numbers, addresses and anything you can't stand behind. Reviews appear straight away after an automatic spam check.
Australian Securities and Investments Commission (ASIC)
Adviser number001238214
- Location
- Malvern VIC 3144
- Licensee
- Tag Financial Advisors Pty Ltd (AFSL 415632)
- Authorised since
- 1 July 2016
- First provided advice
- 2016
- Qualifications
- Bachelor of Commerce, University of Melbourne (1999); Chartered Accountant (CA), CA ANZ (2003); Diploma of Financial Planning, Kaplan (2015); Client Engagement Skills, Kaplan Professional (2020); Ethics for Financial Services (Intensive), Deakin University (2020)
- Memberships
- Chartered Accountants Australia and New Zealand (CA ANZ)
- Advice areas
- superannuation, deposit and payment products
- Restriction
- Superannuation is limited to Self Managed Superannuation Funds
- Tax (financial) advice
- Yes
- Register status
- Current
About Jason Santo Roccasalvo
On the Financial Advisers Register kept by ASIC, Jason Santo Roccasalvo appears as a current financial adviser in Malvern, Victoria, adviser number 001238214.
Advice is given under the Australian financial services licence of Tag Financial Advisors Pty Ltd, licence number 415632. The current authorisation started on 1 July 2016.
The register records 2016 as the year Jason first provided financial advice. The qualifications listed for Jason include Bachelor of Commerce (University of Melbourne, 1999), Chartered Accountant (CA) (CA ANZ, 2003) and Diploma of Financial Planning (Kaplan, 2015). Professional memberships recorded: Chartered Accountants Australia and New Zealand (CA ANZ).
The authorisation covers advice on superannuation and deposit and payment products. The register also shows that tax (financial) advice services can be provided.
The register adds a condition to this authorisation: “Superannuation is limited to Self Managed Superannuation Funds.”
Reviews
Nobody has reviewed Jason Santo Roccasalvo here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Jason Santo Roccasalvo a registered financial adviser?
Yes. Jason Santo Roccasalvo is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001238214.
Which licensee does Jason Santo Roccasalvo work under?
Tag Financial Advisors Pty Ltd, Australian financial services licence 415632.
What can Jason Santo Roccasalvo give advice on?
The register lists these advice areas: superannuation; deposit and payment products. It also records this restriction: "Superannuation is limited to Self Managed Superannuation Funds."