Sam Rotberg – Financial Adviser

Adviser identifying number: 241117
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2016

Name of the licence holder: MERIT WEALTH PTY LTD
Licence number: 409361
Licensee’s ABN: 89125557002

The date the Financial Adviser commenced the appointment: 12/08/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: MERIT WEALTH PTY LTD
Authorised Representative identifying number: 409361
Authorised Representative’s ABN: 89125557002

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

Contact phone number:
Working hours:

Relevant qualifications and training:

  • Bachelor of Business – Caulfield Institute of Technology
  • Diploma of Financial Planning – Pinnacle
  • RG146 Superannuation – Pinnacle
  • SMSF Specialist Advisor – SMSF Association

Relevant memberships of professional bodies or industry associations:

  • CPA Australia (CPA)
  • SMSF Association

Sam Rotberg is authorised to provide advices on following products:

  • Superannuation