Michael Shane Rose – Financial Adviser
Adviser identifying number: 1006634
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2014
Name of the licence holder: EP FINANCIAL SERVICES PTY LTD
Licence number: 325252
Licensee’s ABN: 52130772495
Licence controlled by: ELSTON GROUP PTY LTD
The date the Financial Adviser commenced the appointment: 01/07/2014
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: EP FINANCIAL SERVICES PTY LTD
Authorised Representative identifying number: 325252
Authorised Representative’s ABN: 52130772495
Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:
Address:
Contact phone number:
Working hours:
Relevant qualifications and training:
- Bachelor of Business (Majoring in Accounting and Finance) – Southern Cross University
- Diploma of Chartered Accounting – Institute of Chartered Accountants Australia and New Zealand
- Diploma of Financial Planning – Kaplan
Relevant memberships of professional bodies or industry associations: Chartered Accountants Australia and New Zealand (CA)
Michael Shane Rose is authorised to provide advices on following products:
- Deposit and Payment Products / Non-basic Deposit Products
- Government Debentures, Stocks or Bonds
- Life Products / Investment Life Insurance Products
- Life Products / Life Risk Insurance Products
- Managed Investment Schemes / Managed Investment Schemes, including IDPS
- Managed Investment Schemes / MDA Services
- Securities
- Superannuation