Nick Rose AFPA, SSA Director Financial Planning

Nick has over 9 years experience in the financial investment markets. Nick’s skills are particularly appropriate for clients seeking professional advice in the areas of taxation, retirement, superannuation, wealth creation, estate planning, redundancy, Centrelink, Investment planning and life insurance services.

Nick holds a Bachelor of Business from Southern Cross University and an Advanced Diploma of Financial Services. He meets the competency requirements under ASIC’s Regulatory Guide RG146.

Nick is an Associate Member of the Financial Planning Association (FPA) and abides by their codes.

Areas of Expertise

• Tax effective investment strategies
• Retirement
• Superannuation
• Wealth creation
• Estate planning
• Investment planning
• Centrelink
• Direct equities
• Insurance services

Interests

• Spending time with family
• Wakeboarding
• Cycling
• Rowing
• Surf Boat Rowing

Rochdale Company Profile (PDF)

Capstone Privacy Policy (PDF)

Financial Services Guide (PDF)


Rochdale Accounting & Financial Services Pty Ltd is a corporate authorised representative (304082) of Capstone Financial Planning Pty Ltd AFSL 223135. 
For more information on Capstone Financial Planning refer to their website www.capstonefp.com.au, call 1300 306 900, fax (03) 8622 0799 or email info@capstonefp.com.au.