Financial Adviser
· SOUTHPORT, QLD
John Michael Rose
No disciplinary history on record with ASIC
SOUTHPORT,
QLD
14
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000332422
Practice
Southport, QLD (practice address on ASIC register)
Licensed through Vision Planning & Finance (Aust)
About John Michael Rose
John Michael Rose is a financial adviser based in Southport, Queensland, with 14 years of experience in the financial services industry since 2012. John works at Wilkes Rose Financial Strategy, which is licensed through Vision Planning & Finance (Aust). John holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). John's qualifications include a Bachelor of Business Management from University of Queensland. John 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
2004
Bachelor of Business Management
University of Queensland
2004
Bachelor of Commerce
University of Queensland
2010
ALPA ASX Shares Accreditation
Kaplan Professional
2012
Advanced Diploma of Financial Services
Kaplan Professional
2013
Self-Managed Superannuation Funds
Kaplan Professional
Registration History
MCA FINANCIAL PLANNERS PTY. LTD.
AIW DEALER SERVICES PTY LTD
Source: ASIC Financial Advisers Register