Deborah Ann Rognlien
Financial Adviser in Frankston, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000229481
- Location
- Frankston VIC 3199
- Licensee
- The Intelligent Financial Group Pty Ltd (AFSL 477543); The Intelligent Financial Services Group Pty Ltd (AFSL 228820)
- Authorised since
- 2 June 2017
- First provided advice
- 2003
- Qualifications
- Bachelor of Science Degree, University of Wisconsin Madison USA (1973); Master of Science Degree, University of Wisconsin Madison USA (1984); Certified Financial Planner, Deakin University (1992); Diploma Financial Planning, Deakin University (1992); Margin Lending Course, Bankers Trust (2011); FPC002B Ethics and Professionism in Financial Advice, Kaplan Higher Education (2019)
- Memberships
- Australian Institute of Company Directors; Financial Advice Association of Australia (FAAA); NTAA; Tax Practioners Board
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Deborah Ann Rognlien
Deborah Ann Rognlien is a financial adviser in Frankston, Victoria, listed on the Financial Advisers Register kept by ASIC under adviser number 000229481.
Advice is given under the Australian financial services licence of The Intelligent Financial Group Pty Ltd, licence number 477543. The register also lists The Intelligent Financial Services Group Pty Ltd (licence 228820). That authorisation dates from 2 June 2017.
The register records 2003 as the year Deborah first provided financial advice. Qualifications and training on file include Bachelor of Science Degree (University of Wisconsin Madison USA, 1973), Master of Science Degree (University of Wisconsin Madison USA, 1984) and Certified Financial Planner (Deakin University, 1992). Deborah is recorded as a member of Australian Institute of Company Directors, Financial Advice Association of Australia (FAAA) and NTAA.
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and retirement savings accounts, among 7 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Deborah Ann Rognlien a registered financial adviser?
Yes. Deborah Ann Rognlien is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000229481.
Which licensee does Deborah Ann Rognlien work under?
The Intelligent Financial Group Pty Ltd, Australian financial services licence 477543 and The Intelligent Financial Services Group Pty Ltd, Australian financial services licence 228820.
What can Deborah Ann Rognlien give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; retirement savings accounts; standard margin lending.