Financial Adviser
· PROSPECT, SA
Katie Danielle Rosie
No disciplinary history on record with ASIC
PROSPECT,
SA
10
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001266371
Katie Danielle Rosie is a financial adviser based in Prospect, South Australia, with 10 years of experience in the financial services industry since 2016. Katie is currently authorised under 4c Consulting (SA). Katie holds authorisations to advise on smsf, as well as tax financial advice services (TFAS). Katie's qualifications include a FNS50615 Diploma of Financial Planning from CPA Australia. Katie is a member of CPA Australia (CPA).
Authorised to Advise On
Tax Financial Advice
SMSF
Authorised to provide tax financial advice services
Qualifications and Training
2016
FNS50615 Diploma of Financial Planning
CPA Australia
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan
2021
Financial Advisor Exam
ASIC