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