Stefan Rose Email
Partner and Senior Financial Planner
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Stefan Rose Location
- Cardinia, VIC, AU
Stefan Rose Work
- Partner and Senior Financial Planner @ Insight Super & Retirement Pty Ltd (February 2022 - Present)
- Partner and Senior Financial Planner @ Insight Wealth Partners Pty Ltd (July 2018 - January 2022)
- Financial Planner @ Centurion Financial Group (June 2014 - June 2018)
- Financial Planner @ Jordan Financial Solutions (August 2013 - February 2014)
Stefan Rose Education
- Monash University
Bachelor of Business ((Accounting) (Banking and Finance))
2009-2011
Stefan Rose Skills
- Financial Planners
- Finance
- Financial Risk
- Financial Services
- Sales
- Tax Accounting
- Insurance
- Communication
- Bookkeeping
- Strategic Financial Planning
- Personal Tax Planning
- Business Insurance
- Income Protection
- Retirement Planning
- Wealth Management
- Wealth Accumulation
- Investment Advisory
- Asset Protection
- Investment Strategies
- Wealth Management Services
- Financial Analysis
- Year End Accounts
- Cash Receipts
- Job Costing
- Filing
- Petty Cash
- Superannuation
- Financial Advisory
- Financial Planning
- Investments
- Wealth
- Management
- Estate Planning
- Microsoft Office
- Entrepreneurship
Stefan Rose Summary
- Stefan Rose, based in Cardinia, VIC, AU, is currently a Partner and Senior Financial Planner at Insight Super & Retirement Pty Ltd. Stefan Rose brings experience from previous roles at Insight Wealth Partners Pty Ltd, Centurion Financial Group and Jordan Financial Solutions. Stefan Rose holds a 2009 - 2011 Bachelor of Business in (Accounting) (Banking and Finance) @ Monash University. With a robust skill set that includes Financial Planners, Finance, Financial Risk, Financial Services, Sales and more. Stefan Rose has 1 emails on RocketReach.
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