David Rosenberg Financial Planner Report

Name:
David Clive Rosenberg

Rep Number:
000238912

Status:
Current

First Advice:
2003

Disciplinary action:
No action

Most Recent Role:
2014-08-22 onwards

Licensee
Name:

Number:
000238141

ABN:
21 104 922 394

Appointed By
Name:
Risk And Investment Advisors Australia Pty. Ltd.

Licence Number:
000238141

ABN:
21 104 922 394

May advise on following product areas:
Non-basic Deposit Products
Managed Investment Schemes, including IDPS
Standard Margin Lending Facility
Retirement Savings Account Products
Superannuation

Qualifications
The National Financial Institute
Cert IV Finance and Mortgate Broking
FPA
Certified Financial Planner
FPA
Diploma In Financial Planning
Kaplan
Margin Lending and Geared Investments
Kaplan Professional
Self Managed Superannuation Funds