Karen Julia Rose

Name: Karen Julia Rose
ID: 1000828
ABN: –
First Provided Advice: 2014
Restrictions: Provide financial product advice for the following classes of financial products: i) Superannuation limited to: A) self-managed superannuation fund; B) a person's existing holding in a superannuation product but only to the extent required for: i) making a recommendation that the person establish a self-managed superannuation fund; and ii) providing advice to the person on contributions or pensions under a superannuation product; Provide class of financial product advice for the following classes of financial products: i) deposit and payment products limited to: A) basic deposit products; ii) general insurance products; iii) life products limited to: A) life risk insurance products; iv) simple managed investment schemes; v) securities; and vi) superannuation and Deal in a financial product by: i) arranging for another person to issue, apply for, acquire, vary or dispose of a financial product in respect of the following classes of financial products: A) superannuation limited to: 1) self-managed superannuation fund; and ii) arranging for another person to apply for, acquire, vary or dispose of financial products in respect of the following classes of financial products: A) superannuation limited to: 1) self-managed superannuation fund to retail clients.

Qualifications

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