ANTHONY ROSENBERG

Licensee: ALLIANCE WEALTH PTY LTD

ANTHONY ROSENBERG (Adviser# 000278576) 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 March 12, 2015.

Adviser Overview

Register Name Financial Advisers
Adviser Name ANTHONY ROSENBERG
Adviser Number 000278576
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2004
Financial Service (AFS) Licence Licence# 000449221
ALLIANCE WEALTH PTY LTD
Licence ABN 93161647007
Licence Controlled By CENTREPOINT ALLIANCE LIMITED
CENTREPOINT WEALTH PTY LTD [Date Ceased: 21/02/2018]
Adviser Start Date 2015-03-12
Appointing Representative Name ODYSSEY SPECIALIST GROUP PTY LTD
Appointing Representative Number 000409795
Appointing Representative ABN 14152106477
Memberships Association of Financial Advisers (AFA)
Financial Planning Association of Australia (FPA)

Authorisations to provide financial product advice

  • ANTHONY ROSENBERG
  • ·
  • Government Debenture
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Retirement Savings Account
  • ·
  • Securities
  • ·
  • Superannuation

Qualifications and training history

Qualification / Degree Institute / School
Bachelor of Business Edith Cowan University
Diploma of Financial Services (FP) Kaplan
Estate Planning Kaplan
Securities Kaplan
Taxation Planning Kaplan

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000449221 ALLIANCE WEALTH PTY LTD
Licence controlled by: CENTREPOINT ALLIANCE LIMITED ~ CENTREPOINT WEALTH PTY LTD [Date Ceased: 21/02/2018]
2015-03-12 - ODYSSEY SPECIALIST GROUP PTY LTD
000237857 AFFINIA FINANCIAL ADVISERS LIMITED 2013-02-28 - 2015-03-12 ODYSSEY SPECIALIST GROUP PTY LTD
000312478 AAA FINANCIAL INTELLIGENCE LTD 2011-08-12 - 2013-02-14
000297239 A.C.N. 116 900 362 LIMITED 2009-07-01 - 2011-08-12
000238030 WEALTHSURE PTY LTD 2005-05-02 - 2009-07-01
000231140 MASU FINANCIAL MANAGEMENT PTY LTD 2004-06-28 - 2005-04-22

Licensee Information

Licence Name ALLIANCE WEALTH PTY LTD
Licence Number 000449221
Licence ABN 93161647007

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
PETER-JAMES MACKINNON CAMERON Alliance Wealth Pty Ltd Current 2018-08-10
ANTONIO MORO Alliance Wealth Pty Ltd Current 2018-08-01
JASMYN PFEIFFER Alliance Wealth Pty Ltd Current 2018-08-01
JEFFREY BOWMAN Alliance Wealth Pty Ltd Current 2018-07-27
TRACEY MARGARET PRATTLEY Alliance Wealth Pty Ltd Current 2018-07-26
LUKE THOMAS SALTMARSH Alliance Wealth Pty Ltd Current 2018-07-13
MICHAEL PAUL FARMER Alliance Wealth Pty Ltd Current 2018-07-06
RUSSELL W GILBERT Alliance Wealth Pty Ltd Current 2018-07-02
WESSEL HENDRIK SWART Alliance Wealth Pty Ltd Current 2018-07-02
MICHAEL EDWARD BELCHER Alliance Wealth Pty Ltd Current 2018-07-02

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Dataset Information

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.