Financial Adviser · SOUTHPORT, QLD

John Michael Rose

14 Years experience
Tax advice
authorised
ASIC Registered · ADV 000332422

John Michael Rose is a financial adviser based in Southport, Queensland, with 14 years of experience in the financial services industry. John is currently authorised under Vision Planning & Finance (Aust) Pty Ltd. John 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 Bachelor of Business Management from University of Queensland. John 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

Authorised to provide tax financial advice services

Qualifications and Training

2004
Bachelor of Business Management
University of Queensland
2004
Bachelor of Commerce
University of Queensland
2010
ALPA ASX Shares Accreditation
Kaplan Professional
2012
Advanced Diploma of Financial Services
Kaplan Professional
2013
Self-Managed Superannuation Funds
Kaplan Professional

Registration History

Aug 2022 - Present Current
MCA FINANCIAL PLANNERS PTY. LTD.
May 2015 - Aug 2022 Ceased
AIW DEALER SERVICES PTY LTD
Aug 2012 - Apr 2015 Ceased
Nov 2008 - Aug 2009 Ceased

Source: ASIC Financial Advisers Register