Nicholas Jon Rosser

Name
Nicholas Jon Rosser
ID
344702
ABN
–
First Provided Advice
2010

Qualifications

Details on the qualifications or training courses the adviser has completed that are relevant to providing financial services

  • 2010 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Higher Education Pty Limited
  • 2015 - Diploma of Finance and Mortgage Broking Management - Diploma (AQF 5) - Institute of Strategic Management
  • 2015 - Self Managed Superannuation Funds - Other - Kaplan Education Pty Limited
  • 2025 - Commercial Law - Other - Kaplan Higher Education Pty Limited
  • 2025 - Tax for Financial Advising - Other - Kaplan Higher Education Pty Limited

Memberships

Details of memberships of professional bodies or industry associations relevant to providing financial services

  • Financial Advice Association of Australia (FAAA)

Licencee

Status
Ceased
Licence Holder
Viafga Pty Ltd (#508751)
Commenced
March 30, 2019
Ceased
Oct. 25, 2024
Status
Current
Licence Holder
Gallagher Benefit Services Pty ltd (#488001)
Commenced
Oct. 25, 2024

Skills

  • Provide Financial Product Advice - Carbon Credits/Carbon Unit
  • Provide Financial Product Advice - Deposit and Payment Products/Non-basic Deposit Products
  • Provide Financial Product Advice - Deposit & Payment Products – Non-Cash Deposit Products
  • Provide Financial Product Advice - Derivatives
  • Provide Financial Product Advice - Derivatives/Derivatives - Wool only
  • Provide Financial Product Advice - Derivatives/Derivatives - Electricity only
  • Provide Financial Product Advice - Derivatives/Derivatives - Grain only
  • Provide Financial Product Advice - Foreign Exchange Contracts
  • Provide Financial Product Advice - Government Debentures, Stocks or Bonds
  • Provide Financial Product Advice - Life Products/Investment Life Insurance Products
  • Provide Financial Product Advice - Life Products/Life Risk Insurance Product
  • Provide Financial Product Advice - Life Products/Life Products - Consumer Credit Insurance Only
  • Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, excluding IDPS
  • Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, including IDPS
  • Provide Financial Product Advice - Managed Investment Schemes/IDPS Only
  • Provide Financial Product Advice - Managed Investment Schemes/Own Managed Investment Scheme Only
  • Provide Financial Product Advice - Managed Investment Schemes/Horse Racing Syndicate
  • Provide Financial Product Advice - Managed Investment Schemes/Timesharing Scheme
  • Provide Financial Product Advice - Managed Investment Schemes/MDA Services
  • Provide Financial Product Advice - Retirement Savings Account Products
  • Provide Financial Product Advice - Securities
  • Provide Financial Product Advice - Superannuation
  • Provide Financial Product Advice - Superannuation/Self-Managed Superannuation Fund
  • Provide Financial Product Advice - Superannuation/A person's existing holding in a superannuation product
  • Provide Financial Product Advice - Margin Lending Facility/Standard Margin Lending Facility
  • Provide Financial Product Advice - Margin Lending Facility/Non-Standard Margin Lending Facility
  • Provide Financial Product Advice - Carbon Credits/Australian Carbon Credit Unit
  • Provide financial product advice/Carbon Credits/Eligible International Emissions Unit
  • Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products - MDA Services
  • Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Risk Products
  • Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products
  • Provide Financial Product Advice - FHSA Issued non ADI
  • Old Law Securities Options Contracts and Warrants Securities
  • Old Law Futures Contracts and Warrants
  • Managed Investment Schemes (Registered or Unregistered)
  • Securities – Debentures Managed Investment Schemes
  • All Securities
Status
Ceased
Licence Holder
Apogee Financial Planning Pty Ltd (#230689)
Commenced
March 15, 2017
Ceased
March 29, 2019
Status
Ceased
Licence Holder
Australian Financial Planning Group Pty Limited (#247430)
Commenced
Aug. 11, 2015
Ceased
Dec. 21, 2016
Status
Ceased
Licence Holder
Gwm Adviser Services Pty Ltd (#230692)
Commenced
July 15, 2008
Ceased
March 21, 2014
Status
Ceased
Licence Holder
Sfgw Pty Ltd (#391655)
Commenced
May 27, 2014
Ceased
July 22, 2015