Deborah Ann Rognlien – Financial Adviser

Adviser identifying number: 229481
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2003

Name of the licence holder: THE INTELLIGENT FINANCIAL SERVICES GROUP PTY LTD
Licence number: 228820
Licensee’s ABN: 14006410519
Licence controlled by:

The date the Financial Adviser commenced the appointment: 20/05/2003
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: THE INTELLIGENT FINANCIAL SERVICES GROUP PTY LTD
Authorised Representative identifying number: 228820
Authorised Representative’s ABN: 14006410519

Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:

Address:
Contact phone number:
Working hours:

You might be interested in:

>>>Why You Don’t Need to Hire a Financial Adviser?

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Relevant qualifications and training:

Bachelor of Science Degree – University of Wisconsin Madison USA
Bachelor of Science Degree – University of Wisconsin Madison USA
Certified Financial Planner – Deakin University
Certified Financial Planner – Deakin University
Diploma Financial Planning – Deakin University
Diploma Financial Planning – Deakin University
Margin Lending Course – Bankers Trust
Margin Lending Course – Bankers Trust
Master of Science Degree – University of Wisconsin Madison USA
Master of Science Degree – University of Wisconsin Madison USA

Relevant memberships of professional bodies or industry associations:

Australian Institute of Company Directors
Australian Institute of Company Directors
Financial Planning Association of Australia (FPA)
Financial Planning Association of Australia (FPA)
NTAA
NTAA
Tax Practioners Board
Tax Practioners Board

Deborah Ann Rognlien is authorised to provide advices on following products:

Government Debentures, Stocks or Bonds
Life Products / Investment Life Insurance Products
Life Products / Life Risk Insurance Products
Managed Investment Schemes / Managed Investment Schemes, including IDPS
Retirement Savings Account Products
Securities
Superannuation
Margin Lending Facility / Standard Margin Lending Facility