Financial Adviser · PERTH, WA

Michael Rosenbaum

PERTH, WA
28 Years experience
ASIC Registered · ADV 001000429
Licensee
Melbourne, VIC (licence address on ASIC register)

About Michael Rosenbaum

Michael Rosenbaum is a financial adviser based in Perth, Western Australia, with 28 years of experience in the financial services industry since 1998. Michael works at Bell Potter Securities, which is licensed through Bell Potter Securities Limited. Michael holds authorisations to advise on managed investments, securities, derivatives and deposit products. Michael's qualifications include a Bachelor of business banking and finance from Monash University.

Authorised to Advise On

Managed Investments Securities Derivatives Deposit Products Government Bonds Margin Lending

Restrictions: Level One Accredited Derivatives Adviser

Qualifications and Training

1990
Bachelor of business banking and finance
Monash University
1990
Bachelor of business
- Monash University
1994
MBA
University of Hartford USA
1995
Diploma of Financial Planning
Financial Planning Association (FPA)
1998
Graduate Diploma in Applied Finance & Investment
Securities Institute
2011
Margin Lending
KAPLAN

Registration History

Mar 2016 - Present Current
Level One Accredited Derivatives Adviser
Jul 2013 - Feb 2016 Ceased
Sep 1999 - Jun 2013 Ceased

Source: ASIC Financial Advisers Register