Rohan McPherson
Financial Adviser in Sydney, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000239316
- Location
- Sydney NSW 2000
- Licensee
- Firstunity Financial Services Pty Limited (AFSL 513101)
- Authorised since
- 13 August 2019
- First provided advice
- 1994
- Qualifications
- ALPA, ASX (2004); SMSF, Tribeca (2005); Chartered Financial Analyst (CFA), CFA Institute (2013)
- Memberships
- Chartered Financial Analyst Institute (CFA Institute)
- 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 Rohan McPherson
Rohan McPherson is a financial adviser in Sydney, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 000239316.
The licensee Rohan advises under is Firstunity Financial Services Pty Limited (AFS licence 513101). The current authorisation started on 13 August 2019.
The register records 1994 as the year Rohan first provided financial advice. The qualifications listed for Rohan include ALPA (ASX, 2004), SMSF (Tribeca, 2005) and Chartered Financial Analyst (CFA) (CFA Institute, 2013). Professional memberships recorded: Chartered Financial Analyst Institute (CFA Institute).
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 Rohan McPherson a registered financial adviser?
Yes. Rohan McPherson is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000239316.
Which licensee does Rohan McPherson work under?
Firstunity Financial Services Pty Limited, Australian financial services licence 513101.
What can Rohan McPherson 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.