STEFAN ROSE
Financial Adviser · Pakenham, VIC
📚 Qualifications & Training
2012 - Bachelor of Business - Bachelor Degree (AQF 7) - Monash University
2013 - Diploma of Financial Planning - Diploma (AQF 5) - Pinnacle Financial Services Academy
2017 - Fellow Chartered Financial Practitioner course - Professional Designations - Financial Advice Association of Australia Limited
2019 - FPC002B Ethics and Professionalism in Financial Advice. - Bridging Course - Ethics - Kaplan Higher Education Pty Limited
🏢 Professional Memberships
Association of Independently Owned Financial Professionals (AIOFP)
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.