Financial Adviser · VARSITY LAKES, QLD

Trent Michael Rose

18 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 000318278

Trent Michael Rose is a financial adviser based in Varsity Lakes, Queensland, with 18 years of experience in the financial services industry. Trent is currently authorised under Akumin Financial Planning Pty Limited. Trent 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 from Griffith University.

Authorised to Advise On

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

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

2006

Bachelor of Business

Griffith University

2007

Diploma of Financial Services (Financial Planning)

Kaplan Higher Education Pty Limited

2010

Advanced Diploma of Financial Services (Financial Planning)

Kaplan Higher Education Pty Limited

2013

Diploma of Finance and Mortgage Broking Management

Kaplan Higher Education Pty Limited

2020

FPC002B Ethics and Professionalism in Financial Advice

Ethics - Kaplan Higher Education Pty Limited

Registration History

Akumin Financial Planning Pty Limited

Oct 2007 - Present Current

One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Source: ASIC Financial Advisers Register