Rosemary Everett – Financial Adviser

Adviser identifying number: 1242355
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2016

Name of the licence holder: GPS WEALTH LTD
Licence number: 254544
Licensee’s ABN: 17005482726
Licence controlled by:

The date the Financial Adviser commenced the appointment: 24/05/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: BRALK FINANCIAL SERVICES PTY LTD
Authorised Representative identifying number: 1242244
Authorised Representative’s ABN:

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:

• Chartered Accountant – Institute of Chartered Accountants in Australia
• Graduate Diploma in Accounting – Monash University
• Graduate Diploma in Financial Planning – Kaplan Professional Education
• Master of Taxation – The University of New South Wales

Relevant memberships of professional bodies or industry associations:

• Chartered Accountants Australia and New Zealand (CA)
• National Tax and Accountant Association (NTAA)
• Tax Institute of Australia

Rosemary Everett is authorised to provide advices on following products:

• Government Debentures, Stocks or Bonds
• Life Products / Investment Life Insurance Products
• Life Products / Life Risk Insurance Products
• Managed Investment Schemes / Managed Investment Schemes, including IDPS
• Retirement Savings Account Products
• Superannuation