HomeFinancial AdvisersDeborah Ann Rognlien – Financial Adviser

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 GROUP PTY LTD
Licence number: 477543
Licensee’s ABN:
Licence controlled by:

The date the Financial Adviser commenced the appointment: 02/06/2017
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: THE INTELLIGENT FINANCIAL GROUP PTY LTD
Authorised Representative identifying number: 477543
Authorised Representative’s ABN:

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?

>>>Why Australians Should Hire a Financial Adviser?

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:

  • 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
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