Allan William Rose – Financial Adviser
Adviser identifying number: 240575
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1988
Name of the licence holder: EXECUTIVE WEALTH MANAGEMENT FINANCIAL SERVICES PTY LIMITED
Licence number: 245451
Licensee’s ABN: 38078629973
Licence controlled by: IOOF HOLDINGS LTD
The date the Financial Adviser commenced the appointment: 02/12/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: EXECUTIVE WEALTH MANAGEMENT FINANCIAL SERVICES PTY LIMITED
Authorised Representative identifying number: 245451
Authorised Representative’s ABN: 38078629973
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:
- Certificate in Applied Self Managed Superannuation Fund Advice – Tower Trust
- Certified Financial Planner Program – Financial Planning Association of Australia (FPA)
- Margin Lending and Geared Investments – Kaplan Professional Education
Relevant memberships of professional bodies or industry associations: Financial Planning Association of Australia (FPA)
Allan William Rose is authorised to provide advices on following products:
- Deposit and Payment Products / Non-basic Deposit Products
- Life Products / Investment Life Insurance Products
- Life Products / Life Risk Insurance Products
- Managed Investment Schemes / Managed Investment Schemes, including IDPS
- Retirement Savings Account Products
- Securities
- Superannuation
- Margin Lending Facility / Standard Margin Lending Facility