Financial Adviser · FRANKSTON, VIC

Deborah Ann Rognlien

23 Years experience
Tax advice
authorised
ASIC Registered · ADV 000229481

Deborah Ann Rognlien is a financial adviser based in Frankston, Victoria, with 23 years of experience in the financial services industry since 2003. Deborah is currently authorised under The Intelligent Financial Group. Deborah holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Deborah's qualifications include a Certified Financial Planner from Deakin University. Deborah is a member of Australian Institute of Company Directors, Financial Advice Association of Australia (FAAA), NTAA and Tax Practioners Board.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

1973
Bachelor of Science Degree
University of Wisconsin Madison USA
1984
Master of Science Degree
University of Wisconsin Madison USA
1992
Certified Financial Planner
Deakin University
1992
Diploma Financial Planning
Deakin University
2011
Margin Lending Course
Bankers Trust
2019
FPC002B Ethics and Professionism in Financial Advice
Ethics - Kaplan Higher Education

Registration History

Jun 2017 - Present Current

Source: ASIC Financial Advisers Register