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:

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: