Daniel Rose
Financial Adviser
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About
Daniel Rose is an ASIC-registered financial adviser based in Geelong West, dedicated to helping clients achieve their financial goals with clear, personalised advice. Daniel holds a Diploma of Financial Planning from the FPA and Deakin University (2003), and has built upon this foundation with specialist accreditations in Direct Shares and SMSF through AXA Excellence (2007). His commitment to ethical practice is underscored by completing Ethics & Professionalism in Financial Advice with Kaplan (2020). Daniel is authorized to provide advice on a comprehensive range of financial products, including superannuation, insurance, and wealth management solutions. He also provides strategic guidance on retirement planning and investment life insurance, life risk insurance, securities, retirement savings accounts, and government debt securities. Key services include: • Superannuation advice • Retirement planning • Wealth management • Insurance solutions • Investment advice Whether you're planning for retirement, seeking to grow your wealth, or require tailored insurance solutions, Daniel is here to provide expert guidance. Contact Daniel today to arrange a consultation and take the first step towards securing your financial future.
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Frequently Asked Questions
What financial planning services does Daniel Rose offer?
Daniel Rose provides comprehensive financial advice, including superannuation advice, retirement planning, wealth management, and insurance solutions. He can help you create a tailored financial plan to achieve your specific goals.
What are Daniel Rose's qualifications and experience?
Daniel holds a Diploma of Financial Planning, along with accreditations in Direct Shares and SMSF. He has been providing financial advice since 2003 and regularly updates his knowledge with ongoing professional development.
How can Daniel Rose help me with my superannuation?
Daniel can provide advice on all aspects of superannuation, including choosing the right fund, consolidating your super, and developing a retirement income strategy. He can also advise on SMSFs.
What is the process for working with Daniel Rose?
The process typically starts with an initial consultation to discuss your financial goals and current situation. Daniel will then develop a personalised financial plan tailored to your needs. Regular reviews will ensure your plan remains aligned with your changing circumstances.
What should I expect from my first meeting with Daniel Rose?
During your first meeting, you can expect to discuss your financial goals, current financial situation, and any concerns you may have. Daniel will explain his services and how he can help you achieve your objectives. It's a great opportunity to get to know Daniel and determine if he's the right financial adviser for you.
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