Michael Rosenbaum
Financial Adviser in Perth, Western Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001000429
- Location
- Perth WA 6000
- Licensee
- Bell Potter Securities Limited (AFSL 243480)
- Authorised since
- 15 March 2016
- First provided advice
- 1998
- Qualifications
- Bachelor of business banking and finance, Monash University (1990); Bachelor of business – banking and finance, Monash University (1990); Diploma of Financial Planning, Financial Planning Association (FPA) (1995); Graduate Diploma in Applied Finance & Investment, Securities Institute (1998); Margin Lending, KAPLAN (2011)
- Advice areas
- securities, managed investment schemes, deposit and payment products, government debentures, stocks and bonds, standard margin lending, derivatives
- Restriction
- Level One Accredited Derivatives Adviser
- Register status
- Current
About Michael Rosenbaum
Michael Rosenbaum is a financial adviser in Perth, Western Australia, listed on the Financial Advisers Register kept by ASIC under adviser number 001000429.
Advice is given under the Australian financial services licence of Bell Potter Securities Limited, licence number 243480. The current authorisation started on 15 March 2016.
The register records 1998 as the year Michael first provided financial advice. Qualifications and training on file include Bachelor of business banking and finance (Monash University, 1990), Bachelor of business – banking and finance (Monash University, 1990) and Diploma of Financial Planning (Financial Planning Association (FPA), 1995).
The authorisation covers advice on securities, managed investment schemes, deposit and payment products, government debentures, stocks and bonds, standard margin lending and derivatives.
The register adds a condition to this authorisation: “Level One Accredited Derivatives Adviser.”
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Questions people ask
Is Michael Rosenbaum a registered financial adviser?
Yes. Michael Rosenbaum is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001000429.
Which licensee does Michael Rosenbaum work under?
Bell Potter Securities Limited, Australian financial services licence 243480.
What can Michael Rosenbaum give advice on?
The register lists these advice areas: securities; managed investment schemes; deposit and payment products; government debentures, stocks and bonds; standard margin lending; derivatives. It also records this restriction: "Level One Accredited Derivatives Adviser."