Deborah Rognlien
Financial Adviser
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About
Deborah Rognlien is an ASIC-registered financial adviser based in Frankston, VIC, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. With a strong academic foundation including a Bachelor of Science Degree and a Master of Science Degree from the University of Wisconsin Madison USA, Deborah further solidified her expertise by obtaining a Certified Financial Planner certification and a Diploma in Financial Planning from Deakin University. Deborah’s commitment to professionalism is evident through her memberships with the Australian Institute of Company Directors, the Financial Advice Association of Australia (FAAA), the NTAA, and the Tax Practitioners Board. This extensive network reflects her dedication to upholding the highest standards of ethical and professional conduct. Authorised to provide advice on a broad range of financial products, Deborah offers expertise in superannuation, insurance, wealth management, and retirement planning. She is also qualified to advise on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. Key services include: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning guidance • Investment advice Whether you are planning for retirement, seeking to grow your wealth, or require advice on insurance and superannuation, Deborah provides personalised strategies to suit your unique needs. Contact Deborah today to arrange a consultation and take the first step towards securing your financial future.
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Frequently Asked Questions
What types of financial advice does Deborah Rognlien offer?
Deborah Rognlien provides advice on superannuation, insurance, wealth management, retirement planning, Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. She tailors her advice to meet your individual financial needs.
What are Deborah Rognlien's qualifications?
Deborah holds a Bachelor of Science Degree and a Master of Science Degree from the University of Wisconsin Madison USA. She also holds a Certified Financial Planner certification and a Diploma in Financial Planning from Deakin University.
How does Deborah Rognlien approach financial planning?
Deborah focuses on creating personalised financial strategies based on each client's unique circumstances and goals. She takes a holistic approach, considering all aspects of your financial life to provide comprehensive advice.
What professional memberships does Deborah Rognlien hold?
Deborah is a member of the Australian Institute of Company Directors, the Financial Advice Association of Australia (FAAA), the NTAA, and is registered with the Tax Practitioners Board.
What should I expect during my first meeting with Deborah Rognlien?
During your first meeting, Deborah will discuss your current financial situation, your future goals, and any concerns you may have. This initial consultation will help her understand your needs and develop a tailored financial plan for you.
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