NICHOLAS GRANT ROSE
Financial Adviser · Lismore, NSW
📚 Qualifications & Training
2000 - Bachelor of Business in Tourism - Bachelor Degree (AQF 7) - Southern Cross University
2008 - Advanced Diploma of Financial Services - - Kaplan
2011 - Specialist SMSF Course - - The University of Adelaide
2021 - Graduate Diploma of Financial PLanning - Graduate Diploma (AQF 8) - Kaplan Higher Education
2024 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan Higher Education
🏢 Professional Memberships
SMSF Association
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.