Financial Adviser
· BARTON, ACT
Imogen Kate Roles
No disciplinary history on record with ASIC
BARTON,
ACT
1
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001307625
Imogen Kate Roles is a financial adviser based in Barton, Australian Capital Territory, with 1 year of experience in the financial services industry since 2025. Imogen is currently authorised under Aset Wealth Management. Imogen holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Imogen's qualifications include a Master of Financial Planning from Deakin University. Imogen is a member of Chartered Accountants Australia and New Zealand (CA ANZ), Financial Advice Association of Australia (FAAA) and National Tax and Accountants Association (NTAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2002
Bachelor of Commerce in Banking and Finance
University of Canberra
2005
Professional Accounting
University of Canberra
2023
Master of Financial Planning
Deakin University