ROZANNE WILLENBERG

Licensee: AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED

ROZANNE WILLENBERG (Adviser# 001002084) 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 December 2, 2015.

Adviser Overview

Register Name Financial Advisers
Adviser Name ROZANNE WILLENBERG
Adviser Number 001002084
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2000
Financial Service (AFS) Licence Licence# 000234527
AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED
Licence ABN 11005357522
Licence Controlled By AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED
Adviser Start Date 2015-12-02
Appointing Representative Name AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED
Appointing Representative Number 000234527
Appointing Representative ABN 11005357522
Memberships Financial Planning Association of Australia (FPA)
Further Restrictions Also No Restrictions apply to the following: FIN-Miscellaneous Financial Investment Products - MDA Services

Authorisations to provide financial product advice

  • ROZANNE WILLENBERG
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Miscellaneous Financial Investment Products

Qualifications and training history

Qualification / Degree Institute / School
Certificate 4 in Training & Assessment Plenty Training
Certificate in Financial Markets Finsia
Graduate Diploma in Financial Planning Finsia

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000234527 AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED
Licence controlled by: AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED
Further restrictions: Also No Restrictions apply to the following: FIN-Miscellaneous Financial Investment Products - MDA Services
2015-12-02 - AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED
000234500 GRANT THORNTON WEALTH ADVISORY SERVICES PTY LTD
Licence controlled by: GRANT THORNTON AUSTRALIA LIMITED
2013-10-01 - 2015-06-16 GRANT THORNTON WEALTH ADVISORY SERVICES PTY LTD
000238761 SUPERPARTNERS PTY LTD
Licence controlled by: AUSTRALIAN ADMINISTRATION SERVICES PTY. LIMITED
2009-03-01 - 2011-08-01

Licensee Information

Licence Name AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED
Licence Number 000234527
Licence ABN 11005357522

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WILLIAM YORKE Australia and New Zealand Banking Group Limited Current 2018-08-30
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PETER HULME-JONES Australia and New Zealand Banking Group Limited Current 2018-07-04
TAO QU Australia and New Zealand Banking Group Limited Current 2018-06-26
THOMAS JOHN ROBERTSON Australia and New Zealand Banking Group Limited Current 2018-06-21
KARLIE REBECCA STOKES Australia and New Zealand Banking Group Limited Current 2018-06-18
JESSICA TARYN PRESTON Australia and New Zealand Banking Group Limited Current 2018-06-15
DONOVAN JOSEPH WILSON Australia and New Zealand Banking Group Limited Current 2018-06-15
JUSTIN NEIL WALCH Australia and New Zealand Banking Group Limited Current 2018-06-04

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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.