Financial Adviser
· GEELONG WEST, VIC
Daniel Rose
No disciplinary history on record with ASIC
GEELONG WEST,
VIC
26
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000247041
About Daniel Rose
Daniel Rose is a financial adviser based in Geelong West, Victoria, with 26 years of experience in the financial services industry since 2000. Daniel is currently authorised under Synchron Advice. Daniel holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Daniel's qualifications include a Diploma of Financial Planning from FPA & Deakin University.
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
2003
Diploma of Financial Planning
FPA & Deakin University
2007
Direct Shares Accreditation
AXA Excellence
2007
SMSF Accreditation
AXA Excellence
2020
Ethics & Professionalism in Financial Advice
Ethics - Kaplan
Registration History
EVERMORE MONEY MANAGEMENT PTY LTD
Unable to deal in derivatives.
One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.
Source: ASIC Financial Advisers Register