Financial Adviser · HAWTHORN, VIC

Rocky Sorrenti

HAWTHORN, VIC

30 Years experience

Tax advice
authorised

ASIC Registered · ADV 000231678

Currently at

Bg Private Clients

Hawthorn, VIC (firm address)

View firm profile

About Rocky Sorrenti

Rocky Sorrenti is a financial adviser based in Hawthorn, Victoria, with 30 years of experience in the financial services industry since 1996. Rocky is currently authorised under Bg Wealth Management, operating through Bg Private Clients. Rocky holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Rocky's qualifications include a Bachelor of Business from Swinburne University. Rocky is a member of CPA Australia (CPA) and 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

Restrictions: Derivatives, Finance broking, other credit activities and Managed Discretionary Accounts

Authorised to provide tax financial advice services

Qualifications and Training

1983

Bachelor of Business

Swinburne University

2000

CPA Program

CPA Australia

2002

PS 146 Compliance Program

Securities Institute of Australia

2012

Diploma of Financial Services (Financial Planning)

Kaplan Professional Education

2020

Ethics and Professionalism in Financial Advice

Regulation & Legal Obligations - Kaplan

2020

Financial Adviser Exam

FASEA

Registration History

Bg Wealth Management Pty Ltd

Oct 2017 - Present Current

Derivatives, Finance broking, other credit activities and Managed Discretionary Accounts

MAGNITUDE GROUP PTY LTD

Apr 2012 - Sep 2017 Ceased

Count Financial Limited

Jul 2003 - Mar 2012 Ceased

Source: ASIC Financial Advisers Register