Sam Rotberg Financial Planner Report

Name:
Sam Rotberg

Rep Number:
000241117

Status:
Current

First Advice:
2016

Disciplinary action:
No action

Most Recent Role:
2016-08-12 onwards

Licensee
Name:

Number:
000409361

ABN:
89 125 557 002

Controlled By:

Appointed By
Name:
Merit Wealth Pty Ltd

Licence Number:
000409361

ABN:
89 125 557 002

May advise on following product areas:
Superannuation

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

Memberships
CPA Australia (CPA)
SMSF Association