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Adviser Profile
Anthony Rosenberg | 278576

Version 2 – 1 September 2022

Tony-1000x1000

Business Contact Details

580 Stanley Street, South Brisbane QLD 4101
PO BOX 8004, Woolloongabba QLD 4102

Phone

07 3315 2455

Mobile

0412 789 747

Email

tonyr@odysseysg.com.au

Website

www.odysseysg.com.au

Odyssey Specialist Group ABN 14 152 106 477 | AFSL 508797 authorises your financial adviser to distribute this document. This document forms part of and should be read in conjunction with the Odyssey Specialist Group Financial Services Guide (FSG).

About me

I commenced my career as a Financial Adviser in 2004 and became a representative of Odyssey Specialist Group on 28 February 2013.

I hold the following qualifications:

  • Bachelor of Business
  • Diploma of Financial Planning (ADFP)
  • Certificate of ASX Securities
  • Certificate of Self-Managed Superannuation Funds (SMSF)
  • Certificate of Taxation Planning
  • Master of Applied Finance

I have satisfied the Financial Advisers Standards as per the Corporations Act and have been authorised to provide advice on the following financial services:

Personal Superannuation
Pensions and Annuities
Self-Managed Superannuation
Centrelink / Veterans’ Affairs Assistance
Aged Care

Deposit Products
Investment Bonds
Managed Investments
Exchange Traded Products
Listed Securities (Shares and other products)

Personal & Business Insurance
Insurance Claims Assistance

Gearing
Budgeting and Cashflow Management
Debt Management
Estate Planning Assistance

My remuneration

I am remunerated by:

  • Salary and shareholder dividends

The following table summarises the types of fees or commissions that applicable to the services that I provide, which are paid to Odyssey Specialist Group as the Licensee.

Prior to preparing any advice or providing financial services to you, we will discuss and agree upon all fees that will apply. All amounts are inclusive of Goods and Services Tax (GST).

Remuneration Type

From

To

Implementation Fee

$0

$8,800

SoA Preparation Fee

$990

$11,000

Remuneration Type

Initial

Ongoing (pa)

Adviser Service Fee*

$1,100 to $11,000

$1,100 to $11,000

Insurance Commission*

0% to 66%

0% to 33%

*Based on the complexity of circumstances and scope of advice.
^Applicable from 1 January 2020 to new policies. If the policy was issued before 1 January 2020 commission of up to 130% will apply to additional cover.

For example, a 66% Initial Insurance Commission on a $1,000 annual premium would equal a $660 fee payable by the insurer to the Practice.

Benefits, interests and associations

The business, associated entities or I have arrangements with the following parties that may be capable or reasonably seen to be capable of influencing my advice. Arrangements may include payments or benefits and/or where another party may benefit financially should you utilise certain services or products.

Where applicable the specifics of any benefits or payments made or received will be disclosed to you in writing and agreed at the time of providing advice.

Odyssey Property Group Pty Ltd, trading as Odyssey Buyers Concierge
– ABN 69 122 561 148

KITNF Pty Ltd, trading as Odyssey Property Concierge
– ABN 52 640 229 232

Odyssey Specialist Group Pty Ltd
ClearVue Technologies Pty Ltd (CPV.ASX, CKJ.GR, CVUEF.US)
Other Exchange Traded Funds (ETF’s)
Listed Securities

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