ALEXANDER ROSE

Financial Adviser · Fortitude Valley, QLD

Registered

Registration Number

001005929

Registration Status

Registered

Location

Fortitude Valley, QLD 4006

Providing Advice Since

2001

Registration Date

06/08/2014

Financial Services Licensee

EP FINANCIAL SERVICES PTY LTD

Licence #000325252

📚 Qualifications & Training

1999 - Bachelor of Arts - - The University of Queensland
1999 - Bachelor of Business (Management) - - The University of Queensland
2003 - Graduate Diploma of Applied Finance and Investment - Graduate Diploma (AQF 8) - Kaplan Higher Education Pty Ltd (FINSIA)
2016 - Margin Lending - - Kaplan Professional
2019 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education
2025 - Tax for Financial Advising - Other - Kaplan Education Pty Ltd

🏢 Professional Memberships

Financial Advice Association of Australia (FAAA)

ℹ️ What is a Financial Adviser?

A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.

Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.

Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.