Allan William Rose – Financial Adviser
Adviser identifying number: 240575
Status: Ceased
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1988
Name of the licence holder: WEALTH MANAGERS PTY LTD
Licence number: 232701
Licensee’s ABN: 27086558134
Licence controlled by: IOOF HOLDINGS LTD [Date Ceased: 02/06/2017]
The date the Financial Adviser commenced the appointment: 24/09/2011
The date the Financial Adviser ceased the appointment: 01/12/2016
Name of the Authorised Representative: WEALTH MANAGERS PTY LTD
Authorised Representative identifying number: 000232701
Authorised Representative’s ABN: 27086558134
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:
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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: