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