Financial services

The Financial Services Reform Act 2001 introduced a licensing requirement for all finance sales, advice and dealings in relations to financial products. An exception has existed in the Corporations Act 2001, allowing accountants to provide advice in relation to the setting up, winding down, operation, structuring or valuing an SMSF. This regulation was repealed from 1 July 2016 and a limited license must be held by an accountant to contribute to provide such advice.

Rogerson Kenny Financial Services Pty Ltd ABN 66 605 330 434 is a Corporate Authorised Representative of Akambo Pty Ltd t/a Accountants Private Advice (AFSL no. 322056) ABN 16 123 078 990, level 14, 379 Collins Street, Melbourne, Victoria 3000. Accountants Private Advice is a licensee designed for accountants and in partnering with them, we receive resources, assistance and ultimately can draw on their IP on the financial services industry.

Rogerson Kenny Financial Services Pty Ltd have an affiliation with Rogerson Kenny Business Accountants, allowing us to offer Financial Advice in conjunction with your Accounting, Taxation and Self Managed Superannuation administration and audit needs.

Authorised Representatives

Mark Rogerson, Director of Rogerson Kenny Financial Services Pty Ltd has been providing Self Managed Superannuation services since 2006. Mark is an accredited SMSF Specialist Advisor with the SMSF Association, holds a Diploma of Financial Planning, is a CPA, Registered Tax Agent and has completed a Professional Certificate in Self Managed Superannuation Funds with the University of Adelaide.

Mark has developed a level of trust with his clients through their Accounting and Self Managed Superannuation dealings, and see’s the next step into Financial Advice as one which can further enhance his relationship with clients.

Legal Disclaimer

Information provided on this website is general in nature and does not constitute financial advice. Rogerson Kenny Financial Services Pty Ltd will endeavour to update the website as needed. However, information can change without notice and Rogerson Kenny Financial Services Pty Ltd does not guarantee the accuracy of information on the website, including information provided by third parties, at any particular time.

Every effort has been made to ensure that the information provided is accurate. Individuals must not rely on this information to make a financial or investment decision. Before making any decisions, we recommend you consult a financial planner or take into account your particular investment objectives, financials situation and individual needs.

Rogerson Kenny Financial Services Pty Ltd does not give any warranty as to the accuracy, reliability or completeness of information which is contained in this website. Except insofar as any liability under statute cannot be excluded, Akambo Pty Ltd t/a Accountants Private Advice, its employees and Authorised Representatives do not accept any liability for any error or omission on this website or for any resulting loss or damage suffered by the recipient or any other person.

 

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Contact

Suite 13, 241 Blackburn Road
Mount Waverley, Victoria, Australia

Phone: +61 3 9802 2533
Fax: +61 3 9802 0590
Email: mail@rogersonkenny.com.au
Postal Address: PO Box 323, Mount Waverley, Victoria, Australia, 3149
ABN: 29 545 604 022