NAOMI ROSENTHAL (Adviser# 000269088) is a financial adviser registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. The adviser role status is Current. The adviser start date is June 24, 2013.
| Register Name | Financial Advisers |
| Adviser Name | NAOMI ROSENTHAL |
| Adviser Number | 000269088 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2004 |
| Financial Service (AFS) Licence |
Licence# 000312047 PROFESSIONAL WEALTH SERVICES PTY LTD |
| Licence Controlled By | Donald Maxwell Jeffers |
| Adviser Start Date | 2013-06-24 |
| Appointing Representative Name | PROFESSIONAL WEALTH SERVICES PTY LTD |
| Appointing Representative Number | 000312047 |
| Memberships |
Financial Planning Association of Australia (FPA) Financial Services Institute of Australasia (FINSIA) SMSF Association |
|
| Qualification / Degree | Institute / School |
|---|---|
| Bachelor of Arts (Psychology) | Macquarie University |
| Diploma of Financial Services FNB50199 | Commonwealth Bank of Australia |
| Graduate Diploma of Financial Planning & Diploma of Financial Advising | Securities Institute of Australia |
| Masters of Applied Finance (Financial Planning) | Kaplan Professional |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000312047 |
PROFESSIONAL WEALTH SERVICES PTY LTD
Licence controlled by: Donald Maxwell Jeffers |
2013-06-24 - | PROFESSIONAL WEALTH SERVICES PTY LTD |
| 000244252 |
MILLENNIUM 3 FINANCIAL SERVICES PTY LTD
Licence controlled by: AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED |
2008-09-25 - 2013-06-21 | NAOMI ROSENTHAL |
| Licence Name | PROFESSIONAL WEALTH SERVICES PTY LTD |
| Licence Number | 000312047 |
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| Data Provider | Australian Securities and Investments Commission (ASIC), Financial Advisers Register |
| Jurisdiction | Australia |
| Related Datasets | Australian Businesses, Australian Companies |
This dataset includes 33 thousand financial advisers registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. Australian Financial Services Licensees are required to keep the details of their financial advisers up to date on ASIC's Financial Advisers Register. Each financial adviser is registered with name, number, role status, ABN, first advice year, licence name and number, licence ABN, adviser start date and end date, appointing representative, disciplinary action, product authorisations, qualifications and training, memberships, etc.