Financial Adviser
· WEST LEEDERVILLE, WA
Rex Rozario
No disciplinary history on record with ASIC
WEST LEEDERVILLE,
WA
11
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001003680
Rex Rozario is a financial adviser based in West Leederville, Western Australia, with 11 years of experience in the financial services industry since 2015. Rex is currently authorised under Profusion Advisory Group, operating through Profusion Planning. Rex holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Rex's qualifications include a Graduate Diploma of Financial Planning from Kaplan Professional. Rex 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
2009
Diploma Financial Services (Financial Planning) FNS50804
Kaplan Australia
2014
Advanced Diploma Financial Planning FNS60410
Kaplan Australia
2014
Self Managed Superannuation Funds
Kaplan Australia
2016
Graduate Certificate of Applied Finance
Kaplan Australia
2018
Graduate Diploma of Financial Planning
Kaplan Professional
2025
FPC002B
Ethics - Kaplan Professional
Registration History
Advice on superannuation excludes self-managed superannuation funds
GWM ADVISER SERVICES PTY LTD
Source: ASIC Financial Advisers Register