Deborah Rognlien Financial Planner Report

Name:
Deborah Ann Rognlien

Rep Number:
000229481

Status:
Current

First Advice:
2003

Disciplinary action:
No action

Most Recent Role:
2017-06-02 onwards

Location:
Frankston, Melbourne, VIC, 3199

Licensee
Name:

Number:
000477543

Appointed By
Name:
The Intelligent Financial Group Pty Ltd

Licence Number:
000477543

May advise on following product areas:
Government Debentures, Stocks or Bonds
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
Standard Margin Lending Facility
Retirement Savings Account Products
Securities
Superannuation

Qualifications
University of Wisconsin Madison USA
Bachelor of Science Degree
Deakin University
Certified Financial Planner
Deakin University
Diploma Financial Planning
Bankers Trust
Margin Lending Course
University of Wisconsin Madison USA
Master of Science Degree

Memberships
Australian Institute of Company Directors
Financial Planning Association of Australia (FPA)
NTAA
Tax Practioners Board