Financial Adviser
· HARRINGTON PARK, NSW
William Trevor Rolley
No disciplinary history on record with ASIC
HARRINGTON PARK,
NSW
22
Years experience
ASIC Registered · ADV 000256602
About William Trevor Rolley
William Trevor Rolley is a financial adviser based in Harrington Park, New South Wales, with 22 years of experience in the financial services industry since 2004. William is currently authorised under Templestone Financial Services. William holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments. William's qualifications include a PS 146 Integratec from Kaplan.
Authorised to Advise On
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Restrictions: Excluding Margin Lending
Qualifications and Training
2002
PS 146 Integratec
Kaplan
2005
Certificate 4 Financial Planning
Kaplan
2015
RG 146 Specialist SMSF Adviser
Mentor
Registration History
Excluding Margin Lending
NEXTGEN FINANCIAL GROUP PTY LTD
Excluding Standard Margin Lending
Source: ASIC Financial Advisers Register