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- Financial Advisers Australia (FAA)
- Greg Rozenberg
Greg Rozenberg
- Name
- Greg Rozenberg
- ID
- 1245930
- ABN
- –
- First Provided Advice
- 2016
- Restrictions
- Is only authorised to: provide financial product advice on self managed superannuation funds; arrange to deal in an interest in a self managed superannuation fund; provide financial product advice on superannuation products in relation to a persons existing holding in a superannuation product but only to the extent required for: -making a recommendation that the person establish a self managed superannuation fund; or -providing advice to the person on contributions or pensions under a superannuation product; provide class of product advice on the following: -superannuation products; and -basic deposit products.
Qualifications
Details on the qualifications or training courses the adviser has completed that are relevant to providing financial services
Memberships
Details of memberships of professional bodies or industry associations relevant to providing financial services
Licencee
- Status
- Ceased
- Licence Holder
- Lifespan Financial Planning Pty Ltd (#229892)
- Commenced
- Oct. 8, 2019
- Ceased
- June 3, 2020
- Status
- Ceased
- Licence Holder
- Australian Financial Planning Group Pty Limited (#247430)
- Commenced
- Aug. 1, 2016
- Ceased
- Aug. 31, 2017
- Status
- Ceased
- Licence Holder
- Interprac Financial Planning Pty Ltd (#246638)
- Commenced
- Nov. 27, 2017
- Ceased
- Oct. 7, 2019