Rosanna Rossi Financial Planner Report

Name:
Rosanna Rossi

Rep Number:
000267591

Status:
Current

First Advice:
2000

Disciplinary action:
No action

Most Recent Role:
2011-10-01 onwards

Location:
Charlestown, , NSW, 0

Licensee
Name:

Number:
000238256

ABN:
45 087 470 200

Controlled By:

Appointed By
Name:
Matrix Planning Solutions Limited

Licence Number:
000238256

ABN:
45 087 470 200

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

Qualifications
The Association of Superannuation Funds of Australia / Macquarie University
Associate Diploma of Superannuation Management
Financial Planning Association of Australia
Certified Financial Planner (CFP) Program
The Institute of Chartered Accountants in Australia
Chartered Accountant - Financial Planning Specialist
The Association of Superannuation Funds of Australia
FNB50903 - Diploma of Financial Services (Superannuation)
SPAA
SMSF Specialist Advisor

Memberships
Financial Planning Association of Australia (FPA)
Institute of Chartered Accountants Australia
SMSF Association