Karen Julia Rose – Financial Adviser

Adviser identifying number: 1000828
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2014

Name of the licence holder: ROSE ACCOUNTANTS PTY LTD
Licence number: 456240
Licensee’s ABN: 63147457314
Licence controlled by:

The date the Financial Adviser commenced the appointment: 30/08/2014
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: ROSE ACCOUNTANTS PTY LTD
Authorised Representative identifying number: 456240
Authorised Representative’s ABN: 63147457314

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 Commerce – Melbourne University
• CA SMSF Specialist – The Institute of Chartered Accountants in Australia
• Certificate of Membership – Degree of Associate – The Institute of Chartered Accountants in Australia
• Graduate Diploma of Financial Planning – FINSIA

Relevant memberships of professional bodies or industry associations:

• Chartered Accountants Australia and New Zealand (CA)
• FINSIA
• National Tax & Accountants Association Ltd
• Taxpayers Australia

Karen Julia Rose is authorised to provide advices on following products:

• Superannuation / Self-Managed Superannuation Fund
• Class of Product Advice – Superannuation