Daniel Rose Financial Planner Report

Name:
Daniel Rose

Rep Number:
000247041

Status:
Current

First Advice:
2000

Disciplinary action:
No action

Most Recent Role:
2007-08-01 onwards

Licensee
Name:

Number:
000234665

ABN:
35 002 976 294

Controlled By:

Appointed By
Name:
Charter Financial Planning Limited

Licence Number:
000234665

ABN:
35 002 976 294

May advise on following product areas:
Non-basic Deposit Products
Derivatives
Government Debentures, Stocks or Bonds
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
Retirement Savings Account Products
Securities
Superannuation

Qualifications
FPA & Deakin University
Diploma of Financial Planning

Memberships
CFP - Certified Financial Planner (FPA)