Financial Adviser
· SYDNEY, NSW
Matthew David Rose
No disciplinary history on record with ASIC
11
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001008626
Matthew David Rose is a financial adviser based in Sydney, New South Wales, with 11 years of experience in the financial services industry. Matthew is currently authorised under Canaccord Genuity Financial Limited. Matthew 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 Master of Applied Finance from Charles Sturt University. Matthew 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
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2010
Bachelor of Business Administration in Sports Management
Macquarie University
2015
Diploma of Financial Planning
Pinnacle
2016
Master of Applied Finance
Charles Sturt University
2025
Ethics and Professionalism in Finance
Ethics - Kaplan Professional
Registration History
Source: ASIC Financial Advisers Register