Robert Groznik Financial Planner Report

Name:
Robert Groznik

Rep Number:
000235946

Status:
Current

First Advice:
1994

Disciplinary action:
No action

Most Recent Role:
2003-09-01 onwards

Location:
Wollongong, , NSW, 0

Licensee
Name:

Number:
000231138

ABN:
70 006 646 108

Controlled By:

Appointed By
Name:
Financial Wisdom Limited

Licence Number:
000231138

ABN:
70 006 646 108

May advise on following product areas:
Non-basic Deposit Products
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
Mentor Education
Advanced Diploma of Financial Planning
Wollongong
Diploma of Accounting - TAFE
Financial Planning Association
Diploma of Financial Planning - DFP 1 - 4
Kaplan Professional
Margin Lending and Geared Investments

Memberships
Financial Planning Association of Australia (FPA)
Institute of Public Accountants (IPA)