Stefan Rose
Financial Adviser in Pakenham, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000439657
- Location
- Pakenham VIC 3810
- Licensee
- Synchron Advice Pty Ltd (AFSL 243313)
- Authorised since
- 1 August 2019
- First provided advice
- 2013
- Qualifications
- Bachelor of Business, Monash University (2012); Diploma of Financial Planning, Pinnacle Financial Services Academy (2013); Fellow Chartered Financial Practitioner course, Financial Advice Association of Australia Limited (2017); FPC002B Ethics and Professionalism in Financial Advice., Kaplan Higher Education Pty Limited (2019)
- Memberships
- Association of Independently Owned Financial Professionals (AIOFP)
- 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 Stefan Rose
Stefan Rose is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Pakenham, Victoria (adviser number 000439657).
Stefan provides advice as an authorised representative of Synchron Advice Pty Ltd, which holds Australian financial services licence 243313. The current authorisation started on 1 August 2019.
According to the register, Stefan first provided financial advice in 2013. The qualifications listed for Stefan include Bachelor of Business (Monash University, 2012), Diploma of Financial Planning (Pinnacle Financial Services Academy, 2013) and Fellow Chartered Financial Practitioner course (Financial Advice Association of Australia Limited, 2017). Stefan is recorded as a member of Association of Independently Owned Financial Professionals (AIOFP).
The authorisation covers advice 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 Stefan Rose a registered financial adviser?
Yes. Stefan Rose is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000439657.
Which licensee does Stefan Rose work under?
Synchron Advice Pty Ltd, Australian financial services licence 243313.
What can Stefan 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.