Rowan Wadley Financial Planner Report

Name:
Rowan Charles Wadley

Rep Number:
000235707

Status:
Current

First Advice:
1998

Disciplinary action:
No action

Most Recent Role:
2004-05-15 onwards

Licensee
Name:

Number:
000245569

ABN:
93 106 888 215

Controlled By:

Appointed By
Name:
The Investment And Insurance Advisory Centre Pty Ltd

Licence Number:
000235430

May advise on following product areas:
Non-basic Deposit Products
Government Debentures, Stocks or Bonds
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
Non-Standard Margin Lending Facility
Standard Margin Lending Facility
Retirement Savings Account Products
Securities
Superannuation

Qualifications
Financial Planning Association of Australia
CFP - Certified Financial Planner
Australian Executor Trustees
Certificate - Applied SMSF Advice
Financial Planning Association of Australia
Diploma - Financial Planning
Australian School of Applied Management
Other - Associate Certificate of Applied Management
Financial Planning Association of Australia
Other - Life Risk Specialist

Memberships
Financial Planning Association of Australia (FPA)