Financial Adviser
· WHITFIELD, QLD
Rochelle Curtis
No disciplinary history on record with ASIC
WHITFIELD,
QLD
12
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000262000
Rochelle Curtis is a financial adviser based in Whitfield, Queensland, with 12 years of experience in the financial services industry since 2014. Rochelle is currently authorised under Parrish Advisory. Rochelle holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Rochelle's qualifications include a Master of Commerce (Financial Planning) from University of Western Sydney. Rochelle is a member of Financial Advice Association of Australia (FAAA).
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
2005
Diploma of Financial Planning
Financial Planning Assocation of Australia
2011
Margin Lending & Geared Investments
Kaplan Professional
2012
Master of Commerce (Financial Planning)
University of Western Sydney
Registration History
Not authorised to provide personal advice on Securities
Source: ASIC Financial Advisers Register