John Michael Rose
WILKES ROSE FINANCIAL STRATEGY PTY LTD · Southport QLD 4215 · Advising since 2012
- Register · ASICRegisteredAs at 10 Sep 2026
- Adviser saysNot claimedUnclaimed profile
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Registration and authorisation
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
- ASIC adviser number
- 000332422
- Registration status
- Registered
- Adviser type
- Financial Adviser
- Authorised by
- VISION PLANNING & FINANCE (AUST) PTY LTD · AFSL 492807Through authorised representative WILKES ROSE FINANCIAL STRATEGY PTY LTD (no. 001008776)Since 2 August 2022
- Principal business address
- Southport QLD 4215
- First year providing advice
- 2012
- Can provide tax (financial) advice
- Yes
- Memberships
- Financial Advice Association of Australia (FAAA)
- Further restrictions
- None recorded
Authorised to advise on
The product areas ASIC records this adviser as legally authorised to advise on — which is not the same as the services they choose to offer.
- Non-basic deposit products
- Investment life insurance products
- Life risk insurance products
- Managed investment schemes, including IDPS
- Retirement savings account products
- Securities
- Superannuation
Conduct and compliance
- Disciplinary action
- None recorded on the register
- CPD requirements not met
- No year recorded
Shown exactly as ASIC publishes it. Souffle does not score, summarise or remove register entries.
Work history
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
Every appointment as a financial adviser that the register records, newest first.
- CURRENTAug 2022 – presentVISION PLANNING & FINANCE (AUST) PTY LTD · AFSL 492807Through authorised representative WILKES ROSE FINANCIAL STRATEGY PTY LTD (no. 001008776)
- CEASEDMay 2015 – Aug 2022MCA FINANCIAL PLANNERS PTY. LTD. · AFSL 223610
- CEASEDAug 2012 – Apr 2015AIW DEALER SERVICES PTY LTD · AFSL 414256
- CEASEDNov 2008 – Aug 2009PROFESSIONAL INVESTMENT SERVICES PTY LTD · AFSL 234951
Qualifications
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
Self-Managed Superannuation Funds
Kaplan Professional · 2013
Advanced Diploma of Financial Services
Kaplan Professional · 2012
ALPA ASX Shares Accreditation
Kaplan Professional · 2010
Bachelor of Business Management
University of Queensland · 2004
Bachelor of Commerce
University of Queensland · 2004
The education level (AQF) appears only where ASIC records one. It is never inferred from a qualification's name.
About and fees
Not yet provided by the adviser
This profile was created from the public ASIC register. A description of the services offered, the fees charged and who the adviser works with appears here once John Michael Rose claims the profile.
Reviews
Not yet reviewed
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Contacting John Michael Rose
The principal business address ASIC records, which is suburb, state and postcode only — no street address.
WILKES ROSE FINANCIAL STRATEGY PTY LTD
Authorised by VISION PLANNING & FINANCE (AUST) PTY LTD · AFSL 492807
- PHONENOT PUBLISHED
The ASIC register doesn't include advisers' phone numbers.
- EMAILNOT PUBLISHED
The ASIC register doesn't include email addresses either.
- ENQUIRY VIA SOUFFLEOPENING SOON
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- PROFILE CLAIMUNCLAIMED
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Register information: ASIC Financial Advisers Dataset, © Australian Securities & Investments Commission, used under the Creative Commons Attribution 3.0 Australia licence. Souffle is not affiliated with ASIC, and ASIC does not endorse this page.
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