Allan Rose Financial Planner Report

Name:
Allan William Rose

Rep Number:
000240575

Status:
Current

First Advice:
1988

Disciplinary action:
No action

Most Recent Role:
2016-12-02 onwards

Licensee
Name:

Number:
000245451

ABN:
38 078 629 973

Controlled By:

Appointed By
Name:
Executive Wealth Management Financial Services Pty Limited

Licence Number:
000245451

ABN:
38 078 629 973

May advise on following product areas:
Non-basic Deposit Products
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
Standard Margin Lending Facility
Retirement Savings Account Products
Securities
Superannuation

Qualifications
Tower Trust
Certificate in Applied Self Managed Superannuation Fund Advice
Financial Planning Association of Australia (FPA)
Certified Financial Planner Program
Kaplan Professional Education
Margin Lending and Geared Investments

Memberships
Financial Planning Association of Australia (FPA)