Michael Rosenbaum Financial Planner Report

Name:
Michael Rosenbaum

Rep Number:
001000429

Status:
Current

First Advice:
1998

Disciplinary action:
No action

Most Recent Role:
2016-03-15 onwards

Licensee
Name:

Number:
000243480

ABN:
25 006 390 772

Controlled By:

Appointed By
Name:
Bell Potter Securities Limited

Licence Number:
000243480

ABN:
25 006 390 772

May advise on following product areas:
Non-basic Deposit Products
Derivatives
Government Debentures, Stocks or Bonds
Managed Investment Schemes, including IDPS
Standard Margin Lending Facility
Securities

Qualifications
Monash University
Bachelor of business banking and finance
Monash University
Bachelor of business � banking and finance
FPA
Diploma of Financial Planning
University of Hartford USA
MBA
KAPLAN
Margin Lending
SIA
Secirities Institute Statement of Attainment - Securities Module