Financial Adviser
· NEWCASTLE, NSW
Roger William Ward
No disciplinary history on record with ASIC
NEWCASTLE,
NSW
43
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000235801
About Roger William Ward
Roger William Ward is a financial adviser based in Newcastle, New South Wales, with 43 years of experience in the financial services industry since 1983. Roger is currently authorised under Advice Evolution. Roger holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Roger's qualifications include a Advanced Diploma of Financial Planning from Mentor Education. Roger is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2002
Diploma of Financial Planning
2011
Margin Lending & Geared Investments
Kaplan Professional
2016
Advanced Diploma of Financial Planning
Mentor Education
Registration History
Not authorised to provide personal advice on Securities.
Source: ASIC Financial Advisers Register