Roger Wheelahan Financial Planner Report

Name:
Roger Wheelahan

Rep Number:
000250443

Status:
Current

First Advice:
2001

Disciplinary action:
No action

Most Recent Role:
2016-11-08 onwards

Location:
Sydney, , NSW, 0

Licensee
Name:

Number:
000323825

ABN:
93 128 650 037

Appointed By
Name:
Yellow Brick Road Wealth Management Pty Limited

Licence Number:
000323825

ABN:
93 128 650 037

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
Superannuation

Qualifications
Kaplan
Advanced Diploma of Financial Services (Financial Planning)
Securities Institute
Diploma of Financial Planning
Kaplan
Diploma of Financial Services (Financial Planning)