Financial Adviser
· NELSON BAY, NSW
Roy Massey
No disciplinary history on record with ASIC
21
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000313653
Roy Massey is a financial adviser based in Nelson Bay, New South Wales, with 21 years of experience in the financial services industry. Roy is currently authorised under Genus Wealth Australia Pty Ltd. Roy 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 Certified Financial Planner from Financial Planning Association. Roy 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
2007
Bachelor of Business (Financial Planning Major)
University of Technology Sydney
2009
Graduate Diploma of Applied Finance
Kaplan Professional Education
2012
Certified Financial Planner
Financial Planning Association