Financial Adviser
· NORWEST, NSW
Roger Sousa
No disciplinary history on record with ASIC
NORWEST,
NSW
26
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000461575
About Roger Sousa
Roger Sousa is a financial adviser based in Norwest, New South Wales, with 26 years of experience in the financial services industry since 2000. Roger is currently authorised under Ri Advice Group. Roger holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Roger's qualifications include a Master of Financial Planning from Kaplan Higher Education Pty Limited.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2004
Diploma of Financial Services (Financial Planning
Tribeca
2015
Advanced Diploma of Financial Planning
Kaplan Professional Education
2019
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education
2020
Master of Financial Planning
Kaplan Higher Education Pty Limited
Registration History
Source: ASIC Financial Advisers Register