Financial Adviser
· BRISBANE, QLD
Rosemary Mcphail
No disciplinary history on record with ASIC
Tax advice
authorised
authorised
ASIC Registered · ADV 001315968
Rosemary Mcphail is a financial adviser based in Brisbane, Queensland. Rosemary is currently authorised under Fortnum Advice Pty Ltd. Rosemary holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Rosemary holds a Graduate Diploma of Financial Planning from Kaplan Professional.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Deposit Products
Government Bonds
Restrictions: Not SMSF
Authorised to provide tax financial advice services
Qualifications and Training
2023
Graduate Diploma of Financial Planning
Kaplan Professional