DANIEL ROSE
Financial Adviser · Geelong West, VIC
📚 Qualifications & Training
2003 - Diploma of Financial Planning - - FPA & Deakin University
2007 - Direct Shares Accreditation - - AXA Excellence
2007 - SMSF Accreditation - - AXA Excellence
2020 - Ethics & Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
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.