Financial Adviser
· DEAKIN, ACT
Wayne Philip Bolin
No disciplinary history on record with ASIC
DEAKIN,
ACT
10
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001245115
About Wayne Philip Bolin
Wayne Philip Bolin is a financial adviser based in Deakin, Australian Capital Territory, with 10 years of experience in the financial services industry since 2016. Wayne works at Morgans Financial, which is licensed through Morgans Financial Limited. Wayne holds authorisations to advise on superannuation, deposit products and government bonds, as well as tax financial advice services (TFAS). Wayne's qualifications include a Certified Financial Planner from FPA. Wayne is a member of CPA Australia (CPA), Financial Advice Association of Australia (FAAA) and SMSF Association.
Authorised to Advise On
Tax Financial Advice
Superannuation
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
1979
Bachelor of Business
Riverina College of Advanced Education
1986
Graduate Diploma in Professional Accounting
Canberra College of Advanced Education
1990
Certified Practising Accountant
CPA Australia
2003
Certified Financial Planner
FPA
2012
Diploma of Financial Services (Financial Planning)
Pinnacle
Registration History
Financial Product advice is limited to SMSF - Product class advice on superannuation
Source: ASIC Financial Advisers Register