Financial Adviser · MELBOURNE, VIC

Yisroel Rosenbaum

1 Years experience
Tax advice
authorised
ASIC Registered · ADV 001310543

Yisroel Rosenbaum is a financial adviser based in Melbourne, Victoria, with 1 year of experience in the financial services industry. Yisroel is currently authorised under Endeavor Asset Management Pty. Ltd.. Yisroel holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Yisroel holds a Bachelor of Business from Swinburne Uni of Technology.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Deposit Products Government Bonds

Restrictions: Government Debentures, Stocks or Bonds - Class of Product Only; Superannuation excludes SMSF

Authorised to provide tax financial advice services

Qualifications and Training

2021
Bachelor of Business
Swinburne Uni of Technology

Registration History

Jan 2025 - Present Current
Government Debentures, Stocks or Bonds - Class of Product Only; Superannuation excludes SMSF
WEALTH TRAIL PTY LTD
Jul 2024 - Feb 2025 Ceased
Government Debentures, Stocks or Bonds - Class of Product only; Superannuation - excludes SMSF

Source: ASIC Financial Advisers Register