Glen Orfanidis – Financial Adviser

Adviser identifying number: 1000893
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2008

Name of the licence holder: ROSE PARTNERS CORPORATE ADVISORY PTY LTD
Licence number: 463393
Licensee’s ABN: 63107155742
Licence controlled by:

The date the Financial Adviser commenced the appointment: 08/10/2014
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: ROSE PARTNERS CORPORATE ADVISORY PTY LTD
Authorised Representative identifying number: 463393
Authorised Representative’s ABN: 63107155742

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 Commerce – Monash University
  • Diploma Financial Services (Financial Planning) – Kaplan Professional
  • SMSF Auditor – ASIC

Relevant memberships of professional bodies or industry associations: Chartered Accountants Australia and New Zealand (CA)

Glen Orfanidis is authorised to provide advices on following products:

  • Class of Product Advice – Securities
  • Class of Product Advice – Simple Managed Investment schemes
  • Class of Product Advice – Life risk insurance products
  • Class of Product Advice – Superannuation