Jonathan Rogers
Financial Adviser in Belrose, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001001987
- Location
- Belrose NSW 2085
- Licensee
- Fortnum Private Wealth Ltd (AFSL 357306)
- Authorised since
- 27 July 2026
- First provided advice
- 1998
- Qualifications
- Bachelor of Economics, Macquarie University (1990); Certified Practising Accountant (CPA), CPA Australia (1995); Margin Lending, Stockbrokers Association of Australia (formerly SDIA) (2011); Securities, Stockbrokers Association of Australia (formerly SDIA) (2011); Graduate Certificate in Financial Planning, Kaplan Higher Education Pty Limited (2015); FPC002B, Kaplan Higher Education Pty Limited (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, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Jonathan Rogers
Jonathan Rogers is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Belrose, New South Wales (adviser number 001001987).
The licensee Jonathan advises under is Fortnum Private Wealth Ltd (AFS licence 357306). That authorisation dates from 27 July 2026.
The register records 1998 as the year Jonathan first provided financial advice. Qualifications and training on file include Bachelor of Economics (Macquarie University, 1990), Certified Practising Accountant (CPA) (CPA Australia, 1995) and Margin Lending (Stockbrokers Association of Australia (formerly SDIA), 2011).
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 Jonathan Rogers a registered financial adviser?
Yes. Jonathan Rogers is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001001987.
Which licensee does Jonathan Rogers work under?
Fortnum Private Wealth Ltd, Australian financial services licence 357306.
What can Jonathan Rogers 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.