Nicholas Rose
Financial Adviser
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About
Nicholas Rose is an ASIC-registered financial adviser based in Lismore, NSW, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. Nicholas holds a Master of Financial Planning from Kaplan Higher Education (2024), a Graduate Diploma of Financial Planning from Kaplan Higher Education (2021), a Specialist SMSF Course certification from The University of Adelaide (2011), and an Advanced Diploma of Financial Services from Kaplan (2008). His Bachelor of Business in Tourism from Southern Cross University (2000) provides a strong foundation for understanding diverse client needs. As a member of the SMSF Association, Nicholas demonstrates a commitment to excellence and staying current with industry best practices. Nicholas is authorized to provide advice on a wide range of financial products, including superannuation, insurance, wealth management, and retirement planning. He is also qualified to provide advice on Investment Life Insurance, Life Risk Insurance, Securities, Derivatives, Retirement Savings Accounts, and Government Debt Securities. Key services include: • Superannuation advice • Retirement planning • Wealth management • Insurance solutions • Investment advice Ready to take control of your financial future? Contact Nicholas Rose today to schedule a consultation and discover how personalized financial advice can help you achieve your dreams.
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Frequently Asked Questions
What types of financial advice does Nicholas Rose provide?
Nicholas Rose offers comprehensive financial advice, including superannuation advice, retirement planning, wealth management, insurance solutions, and investment strategies. He can also provide advice on Investment Life Insurance, Life Risk Insurance, Securities, Derivatives, Retirement Savings Accounts, and Government Debt Securities.
What are Nicholas Rose's qualifications and experience?
Nicholas Rose holds a Master of Financial Planning from Kaplan Higher Education (2024), a Graduate Diploma of Financial Planning from Kaplan Higher Education (2021), a Specialist SMSF Course certification from The University of Adelaide (2011), and an Advanced Diploma of Financial Services from Kaplan (2008). He is also a member of the SMSF Association.
What is the process for becoming a client of Nicholas Rose?
The first step is to schedule an initial consultation. During this meeting, Nicholas will discuss your financial goals, current situation, and any concerns you may have. He will then develop a personalized financial plan tailored to your specific needs.
How can Nicholas Rose help me with my superannuation?
Nicholas can provide expert advice on all aspects of superannuation, including choosing the right fund, consolidating your super accounts, and developing a retirement income strategy.
What should I expect when working with Nicholas Rose?
You can expect personalized, professional, and transparent service. Nicholas is committed to helping you achieve your financial goals and will work closely with you to develop and implement a plan that meets your individual needs.
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