Financial Adviser
· SYDNEY, NSW
James Rosenberg
No disciplinary history on record with ASIC
30
Years experience
ASIC Registered · ADV 001005261
James Rosenberg is a financial adviser based in Sydney, New South Wales, with 30 years of experience in the financial services industry. James is currently authorised under Ord Minnett Limited. James holds authorisations to advise on managed investments, securities, derivatives and foreign exchange. Their qualifications include a Margin Lending and Geared Investments from Kaplan.
Authorised to Advise On
Managed Investments
Securities
Derivatives
Foreign Exchange
Deposit Products
Government Bonds
Margin Lending
Qualifications and Training
2011
Margin Lending and Geared Investments
Kaplan
2014
Deposit Products and Non-Cash payments
Financial Education Professionals
2014
Tier 1 Compliance Solution
- Kaplan