Timothy Rogers Financial Planner Report

Name:
Timothy Ross Rogers

Rep Number:
000242288

Status:
Current

First Advice:
2003

Disciplinary action:
No action

Most Recent Role:
2014-08-22 onwards

Licensee
Name:

Number:
000458669

ABN:
44 169 464 135

Appointed By
Name:
360private Wealth By Design Pty Limited

Licence Number:
000458669

ABN:
44 169 464 135

May advise on following product areas:
Non-basic Deposit Products
Derivatives
Foreign Exchange Contracts
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
Deakin University
Advanced Diploma in Financial Services (ADFS)
The Flinders University of South Australia
Bachelor in Economics
Deakin University
Certified Financial Planner (CFP)

Memberships
Financial Planning Association of Australia (FPA)