Financial Adviser · WAYVILLE, SA

Rohan Reece Reid

WAYVILLE, SA

12 Years experience

Tax advice
authorised

ASIC Registered · ADV 000454948

Currently at

Finsec Partners

Wayville, SA (firm address)

View firm profile

Rohan Reece Reid is a financial adviser based in Wayville, South Australia, with 12 years of experience in the financial services industry since 2014. Rohan is currently authorised under Kaizen Wealth, operating through Finsec Partners. Rohan holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Rohan's qualifications include a Bachelor of Banking and International Finance from Flinders University of South Australia. Rohan 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

2006

Bachelor of Banking and International Finance

Flinders University of South Australia

2007

Diploma of Financial Services (Financial Planning)

Kaplan Professional

2009

Advanced Diploma of Financial Services (Financial Planning)

Kaplan Higher Education Pty Limited

2014

Cavendish & ICFS Specialist SMSF Course

Cavendish

2025

FPC002B Ethics and Professionalism in Financial Advice

Ethics - Kaplan Higher Education

Registration History

Kaizen Wealth Pty Ltd

Dec 2015 - Present Current

GENESYS WEALTH ADVISERS PTY LIMITED

Mar 2014 - Dec 2015 Ceased

One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.

Source: ASIC Financial Advisers Register