Katie Danielle Rosie
Financial Adviser in Prospect, South Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001266371
- Location
- Prospect SA 5082
- Licensee
- 4C Consulting (SA) Pty Ltd (AFSL 488443)
- Authorised since
- 7 December 2016
- First provided advice
- 2016
- Qualifications
- FNS50615 Diploma of Financial Planning, CPA Australia (2016); Ethics and Professionalism in Financial Advice, Kaplan (2020); Financial Advisor Exam, ASIC (2021)
- Memberships
- CPA Australia (CPA)
- Advice areas
- self-managed superannuation funds
- Tax (financial) advice
- Yes
- Register status
- Current
About Katie Danielle Rosie
Katie Danielle Rosie is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Prospect, South Australia (adviser number 001266371).
The licensee Katie advises under is 4C Consulting (SA) Pty Ltd (AFS licence 488443). The current authorisation started on 7 December 2016.
According to the register, Katie first provided financial advice in 2016. Qualifications and training on file include FNS50615 Diploma of Financial Planning (CPA Australia, 2016), Ethics and Professionalism in Financial Advice (Kaplan, 2020) and Financial Advisor Exam (ASIC, 2021). Professional memberships recorded: CPA Australia (CPA).
The authorisation covers advice on self-managed superannuation funds. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Katie Danielle Rosie a registered financial adviser?
Yes. Katie Danielle Rosie is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001266371.
Which licensee does Katie Danielle Rosie work under?
4C Consulting (SA) Pty Ltd, Australian financial services licence 488443.
What can Katie Danielle Rosie give advice on?
The register lists these advice areas: self-managed superannuation funds.