Financial Adviser
· SCARBOROUGH, QLD
Shauna Lea Rose
No disciplinary history on record with ASIC
16
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000309891
Shauna Lea Rose is a financial adviser based in Scarborough, Queensland, with 16 years of experience in the financial services industry. Shauna is currently authorised under Alliance Wealth Pty Ltd. Shauna 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 Diploma of Financial Services (Financial Planning) from Kaplan Professional.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2010
Diploma of Financial Services (Financial Planning)
Kaplan Professional
2022
Ethics and Professionalism in Financial Advice Course (FPC002B)
Ethics - Kaplan Higher Education
2025
Client Engagement Skills Course (FPC007B)
Behavioural Finance - Kaplan Higher Education
2025
Commercial Law Course
Kaplan Professional
2025
Specialist SMSF Course
SuperConcepts & University of Adelaide
2025
Superannuation and Retirement Advice Course (FPC003)
Kaplan Higher Education
2025
Taxation for Financial Planning Course (FPC006)
Kaplan Higher Education
Registration History
Source: ASIC Financial Advisers Register