Rochelle Green
Financial Adviser in Wodonga, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001004014
- Location
- Wodonga VIC 3690
- Licensee
- Capstone Financial Planning Pty Ltd (AFSL 223135)
- Authorised since
- 22 February 2022
- First provided advice
- 2014
- Qualifications
- Bachelor of Business (Management), Charles Sturt University (2012); Taxation Law (Principles), Charles Sturt University (2012); Economic and Legal Context for Financial Planning, Kaplan Professional (2021); Graduate Diploma of Financial Planning, Kaplan Professional (2022); SMSF Essentials, Smarter SMSF (2025); Margin Lending Specialist, Kaplan (2026)
- Memberships
- 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 Rochelle Green
Rochelle Green is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Wodonga, Victoria (adviser number 001004014).
Rochelle provides advice as an authorised representative of Capstone Financial Planning Pty Ltd, which holds Australian financial services licence 223135. The current authorisation started on 22 February 2022.
The register records 2014 as the year Rochelle first provided financial advice. Qualifications and training on file include Bachelor of Business (Management) (Charles Sturt University, 2012), Taxation Law (Principles) (Charles Sturt University, 2012) and Economic and Legal Context for Financial Planning (Kaplan Professional, 2021). Professional memberships recorded: 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 Rochelle Green a registered financial adviser?
Yes. Rochelle Green is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001004014.
Which licensee does Rochelle Green work under?
Capstone Financial Planning Pty Ltd, Australian financial services licence 223135.
What can Rochelle Green 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.