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:

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