Financial Adviser
· BALLINA, NSW
Michael Shane Rose
No disciplinary history on record with ASIC
BALLINA,
NSW
12
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001006634
Michael Shane Rose is a financial adviser based in Ballina, New South Wales, with 12 years of experience in the financial services industry since 2014. Michael is currently authorised under Ep Financial Services. Michael holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Michael's qualifications include a Certified Financial Planner from Financial Planning Association Australia. Michael is a member of Chartered Accountants Australia and New Zealand (CA ANZ) and Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2007
Bachelor of Business (Majoring in Accounting and Finance)
Southern Cross University
2008
Diploma of Chartered Accounting
Institute of Chartered Accountants Australia and New Zealand
2014
Diploma of Financial Planning
Kaplan Higher Education Pty Ltd
2016
Certified Financial Planner
Financial Planning Association Australia
2021
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Ltd