Daniel Rose
Financial Adviser in Geelong West, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000247041
- Location
- Geelong West VIC 3218
- Licensee
- Synchron Advice Pty Ltd (AFSL 243313)
- Authorised since
- 30 April 2019
- First provided advice
- 2000
- Qualifications
- Diploma of Financial Planning, FPA & Deakin University (2003); Direct Shares Accreditation, AXA Excellence (2007); SMSF Accreditation, AXA Excellence (2007); Ethics & Professionalism in Financial Advice, Kaplan (2020)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts
- Tax (financial) advice
- Yes
- Register status
- Current
About Daniel Rose
Daniel Rose is a financial adviser in Geelong West, Victoria, listed on the Financial Advisers Register kept by ASIC under adviser number 000247041.
Advice is given under the Australian financial services licence of Synchron Advice Pty Ltd, licence number 243313. That authorisation dates from 30 April 2019.
The register records 2000 as the year Daniel first provided financial advice. Qualifications and training on file include Diploma of Financial Planning (FPA & Deakin University, 2003), Direct Shares Accreditation (AXA Excellence, 2007) and SMSF Accreditation (AXA Excellence, 2007).
Daniel is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Daniel Rose a registered financial adviser?
Yes. Daniel Rose is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000247041.
Which licensee does Daniel Rose work under?
Synchron Advice Pty Ltd, Australian financial services licence 243313.
What can Daniel Rose give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts.