Glenda Maree Rogan – Financial Adviser

Adviser identifying number: 238249
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1999

Name of the licence holder: LONSDALE FINANCIAL GROUP LIMITED
Licence number: 246934
Licensee’s ABN: 76006637225
Licence controlled by: IOOF HOLDINGS LTD

The date the Financial Adviser commenced the appointment: 30/06/2012
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: MINKSKY PTY LTD
Authorised Representative identifying number: 424105
Authorised Representative’s ABN: 41083538943

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 – University of NSW
• Certified Financial Planner – Financial Planning Association
• Diploma of Financial Planning – Deakin University/ Financial Planning Association
• Self-Managed Superannuation Fund – Pinnacle Financial Services

Relevant memberships of professional bodies or industry associations:

• Chartered Accountants Australia and New Zealand (CA)
• Financial Planning Association of Australia (FPA)
• The Institute of Chartered Accountants Australia

Glenda Maree Rogan is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit 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