Financial Adviser
· WAGGA WAGGA, NSW
Rowan Charles Wadley
No disciplinary history on record with ASIC
WAGGA WAGGA,
NSW
28
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000235707
Rowan Charles Wadley is a financial adviser based in Wagga Wagga, New South Wales, with 28 years of experience in the financial services industry since 1998. Rowan is currently authorised under Asvw Financial Services. Rowan holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Rowan's qualifications include a Certified Financial Planner from Financial Planning Association of Australia. Rowan 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
Certified Financial Planner
Financial Planning Association of Australia
2005
Applied Self Managed Super Fund Advice
Australia Executor Trustees
2011
Margin Lending
MLC
2018
Accredited Listed Product Adviser Program
Kaplan Professional
2021
Graduate Diploma of Financial Planning
Kaplan Professional