Financial Adviser
· LISMORE, NSW
Nicholas Grant Rose
No disciplinary history on record with ASIC
LISMORE,
NSW
21
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000304082
Nicholas Grant Rose is a financial adviser based in Lismore, New South Wales, with 21 years of experience in the financial services industry since 2005. Nicholas is currently authorised under Direction Advice Group. Nicholas holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Nicholas's qualifications include a Master of Financial Planning from Kaplan Higher Education. Nicholas is a member of SMSF Association.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Derivatives
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2000
Bachelor of Business in Tourism
Southern Cross University
2008
Advanced Diploma of Financial Services
Kaplan
2011
Specialist SMSF Course
The University of Adelaide
2021
Graduate Diploma of Financial PLanning
Kaplan Higher Education
2024
Master of Financial Planning
Kaplan Higher Education
Registration History
NORTHERN RIVERS PRIVATE WEALTH PTY LTD
NORTHERN RIVERS PRIVATE WEALTH PTY LTD
NORTHERN RIVERS PRIVATE WEALTH PTY LTD
Source: ASIC Financial Advisers Register