Nicholas Grant Rose
Financial Adviser in Lismore, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000304082
- Location
- Lismore NSW 2480
- Licensee
- Direction Advice Group Pty Ltd (AFSL 492953)
- Authorised since
- 30 November 2017
- First provided advice
- 2005
- Qualifications
- Bachelor of Business in Tourism, Southern Cross University (2000); Advanced Diploma of Financial Services, Kaplan (2008); Specialist SMSF Course, The University of Adelaide (2011); Graduate Diploma of Financial PLanning, Kaplan Higher Education (2021); Master of Financial Planning, Kaplan Higher Education (2024)
- Memberships
- SMSF Association
- 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, standard margin lending, derivatives
- Tax (financial) advice
- Yes
- Register status
- Current
About Nicholas Grant Rose
Nicholas Grant Rose is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Lismore, New South Wales (adviser number 000304082).
Nicholas provides advice as an authorised representative of Direction Advice Group Pty Ltd, which holds Australian financial services licence 492953. The current authorisation started on 30 November 2017.
According to the register, Nicholas first provided financial advice in 2005. Qualifications and training on file include Bachelor of Business in Tourism (Southern Cross University, 2000), Advanced Diploma of Financial Services (Kaplan, 2008) and Specialist SMSF Course (The University of Adelaide, 2011). Nicholas is recorded as a member of SMSF Association.
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 10 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Nicholas Grant Rose a registered financial adviser?
Yes. Nicholas Grant Rose is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000304082.
Which licensee does Nicholas Grant Rose work under?
Direction Advice Group Pty Ltd, Australian financial services licence 492953.
What can Nicholas Grant 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; standard margin lending; derivatives.