Financial Adviser
· PERTH, WA
David Rose
No disciplinary history on record with ASIC
26
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001003037
David Rose is a financial adviser based in Perth, Western Australia, with 26 years of experience in the financial services industry. David is currently authorised under Shadforth Financial Group Limited. David 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 5 unit CFP Certification Program from Financial Planning Association of Australia Limited. David 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
2004
8 unit Diploma of Financial Planning
Financial Planning Association of Australia Limited
2008
5 unit CFP Certification Program
Financial Planning Association of Australia Limited
2012
ASX Accredited Listed Products (ALPA) Program
Kaplan Professional
2025
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited