Financial Adviser
· GLENORIE, NSW
Roger Wheelahan
No disciplinary history on record with ASIC
25
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000250443
Roger Wheelahan is a financial adviser based in Glenorie, New South Wales, with 25 years of experience in the financial services industry. Roger is currently authorised under Lifespan Financial Planning Pty Ltd. Roger holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Advanced Diploma of Financial Services (Financial Planning) from Kaplan. 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
Authorised to provide tax financial advice services
Qualifications and Training
2004
Diploma of Financial Services (Financial Planning)
Securities Institute
2012
Advanced Diploma of Financial Services (Financial Planning)
Kaplan