Michael Shane Rose
Financial Adviser in Ballina, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001006634
- Location
- Ballina NSW 2478
- Licensee
- Ep Financial Services Pty Ltd (AFSL 325252)
- Authorised since
- 1 July 2014
- First provided advice
- 2014
- Qualifications
- Bachelor of Business (Majoring in Accounting and Finance), Southern Cross University (2007); Diploma of Chartered Accounting, Institute of Chartered Accountants Australia and New Zealand (2008); Diploma of Financial Planning, Kaplan Higher Education Pty Ltd (2014); Certified Financial Planner, Financial Planning Association Australia (2016); Ethics and Professionalism in Financial Advice, Kaplan Higher Education Pty Ltd (2021)
- Memberships
- Chartered Accountants Australia and New Zealand (CA ANZ); Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds
- Tax (financial) advice
- Yes
- Register status
- Current
About Michael Shane Rose
Michael Shane Rose is a financial adviser in Ballina, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 001006634.
Advice is given under the Australian financial services licence of Ep Financial Services Pty Ltd, licence number 325252. That authorisation dates from 1 July 2014.
The register records 2014 as the year Michael first provided financial advice. Qualifications and training on file include Bachelor of Business (Majoring in Accounting and Finance) (Southern Cross University, 2007), Diploma of Chartered Accounting (Institute of Chartered Accountants Australia and New Zealand, 2008) and Diploma of Financial Planning (Kaplan Higher Education Pty Ltd, 2014). Professional memberships recorded: Chartered Accountants Australia and New Zealand (CA ANZ) and Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 7 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Michael Shane Rose a registered financial adviser?
Yes. Michael Shane Rose is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001006634.
Which licensee does Michael Shane Rose work under?
Ep Financial Services Pty Ltd, Australian financial services licence 325252.
What can Michael Shane 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.