Glenda Rogan Financial Planner Report

Name:
Glenda Maree Rogan

Rep Number:
000238249

Status:
Current

First Advice:
1999

Disciplinary action:
No action

Most Recent Role:
2012-06-30 onwards

Location:
Sutherland, Sydney, NSW, 2232

Licensee
Name:

Number:
000246934

ABN:
76 006 637 225

Controlled By:

Appointed By
Name:
Minksky Pty Ltd

Licence Number:
000424105

ABN:
41 083 538 943

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

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