Roger Sousa
Financial Adviser in Norwest, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000461575
- Location
- Norwest NSW 2153
- Licensee
- Ri Advice Group Pty Ltd (AFSL 238429)
- Authorised since
- 8 April 2021
- First provided advice
- 2000
- Qualifications
- Diploma of Financial Services (Financial Planning, Tribeca (2004); Advanced Diploma of Financial Planning, Kaplan Professional Education (2015); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education (2019); Master of Financial Planning, Kaplan Higher Education Pty Limited (2020)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Roger Sousa
On the Financial Advisers Register kept by ASIC, Roger Sousa appears as a current financial adviser in Norwest, New South Wales, adviser number 000461575.
The licensee Roger advises under is Ri Advice Group Pty Ltd (AFS licence 238429). That authorisation dates from 8 April 2021.
According to the register, Roger first provided financial advice in 2000. The qualifications listed for Roger include Diploma of Financial Services (Financial Planning (Tribeca, 2004), Advanced Diploma of Financial Planning (Kaplan Professional Education, 2015) and FPC002B Ethics and Professionalism in Financial Advice (Kaplan Higher Education, 2019).
Roger is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Roger Sousa a registered financial adviser?
Yes. Roger Sousa is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000461575.
Which licensee does Roger Sousa work under?
Ri Advice Group Pty Ltd, Australian financial services licence 238429.
What can Roger Sousa give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; retirement savings accounts; standard margin lending.