Financial Adviser · BALLINA, NSW

Rosi Kay Pilgrim

21 Years experience

Tax advice
authorised

Currently at

Melbourne, VIC

View firm profile

ASIC Registered · ADV 000286567

Rosi Kay Pilgrim is a financial adviser based in Ballina, New South Wales, with 21 years of experience in the financial services industry. Rosi is currently authorised under Industry Fund Services Limited. Rosi holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a CFP Certification Program from FPA. Rosi is a member of Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds

Restrictions: excluding self-managed super funds

Authorised to provide tax financial advice services

Qualifications and Training

1994

Bachelor of Business

RMIT

2004

Master of Financial Planning

RMIT

2008

CFP Certification Program

FPA

2019

Ethics and Professionalism in Financial Planning

Ethics - Kaplan

Registration History

Industry Fund Services Limited

Oct 2022 - Present Current

excluding self-managed super funds

LGSS PTY LIMITED

Mar 2015 - Jun 2023 Ceased

Authorised to provide personal financial product advice to retail clients on (1) Deposit and payment products - basic deposit; AND (2) General Insurance products.

Saracens Pty Ltd

Jan 2009 - Jul 2013 Ceased

Source: ASIC Financial Advisers Register