Financial Adviser
· WODONGA, VIC
Rochelle Green
No disciplinary history on record with ASIC
WODONGA,
VIC
12
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001004014
Rochelle Green is a financial adviser based in Wodonga, Victoria, with 12 years of experience in the financial services industry since 2014. Rochelle is currently authorised under Capstone Financial Planning, operating through Be Ready Wealth. Rochelle holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Rochelle's qualifications include a Bachelor of Business (Management) from Charles Sturt University. Rochelle 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
Authorised to provide tax financial advice services
Qualifications and Training
2012
Bachelor of Business (Management)
Charles Sturt University
2012
Taxation Law (Principles)
Charles Sturt University
2021
Economic and Legal Context for Financial Planning
Kaplan Professional
2022
Graduate Diploma of Financial Planning
Kaplan Professional
2025
SMSF Essentials
Smarter SMSF
Registration History
Not authorised to provide personal advice on Securities, SMSF and Standard Margin Lending
Not authorised to provide personal advice on Securities, SMSF, Standard Margin Lending
Not authorised to provide personal advice on Securities; SMSF; Standard Margin Lending.
Source: ASIC Financial Advisers Register