Financial Adviser · BALLARAT CENTRAL, VIC

Anita Maree Rodd

BALLARAT CENTRAL, VIC

22 Years experience

Tax advice
authorised

ASIC Registered · ADV 001003615

Currently at

Sovereign Financial Group

Ballarat Central, VIC (firm address)

View firm profile

About Anita Maree Rodd

Anita Maree Rodd is a financial adviser based in Ballarat Central, Victoria, with 22 years of experience in the financial services industry since 2004. Anita is currently authorised under Sovereign Financial Group. Anita holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Anita's qualifications include a CFP from FPA. Anita 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

Authorised to provide tax financial advice services

Qualifications and Training

2005

CFP

FPA

2006

Bachelor of Commerce

Deakin University

2019

Ethics and Professionalism in Financial Advice

Ethics - Kaplan Professional

Registration History

Sovereign Financial Group Pty Ltd

Oct 2014 - Present Current

Specialised Private Capital Wholesale Pty Ltd

Jul 2007 - Sep 2014 Ceased

Source: ASIC Financial Advisers Register