Financial Adviser
· SYDNEY, NSW
Wayne Billington
No disciplinary history on record with ASIC
35
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000230642
Wayne Billington is a financial adviser based in Sydney, New South Wales, with 35 years of experience in the financial services industry. Wayne is currently authorised under Pooledfunds Pty Ltd. Wayne 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 Bachelor of Arts from Macquarie University. Wayne is a member of Financial Advice Association of Australia (FAAA) and SMSF Association.
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
1976
Bachelor of Arts
Macquarie University
1988
Diploma in Geoscience
Macquarie University
2004
Diploma of Financial Planning
FPA
2005
SMSF Specialist Advisor (SSA) Accreditation
SMSF Association
Registration History
The Authorised Representative is not allowed to provide advice on buying or selling particular shares. If a client makes a request to buy or sell shares, or for particular shares to be included in a portfolio, the Authorised Representative may organise the transaction only. A Client Direction Authority No Advice form must be completed. The Authorised Representative is permitted to recommend to the client, as part of an overall strategy, to dispose of shares for the purposes of portfolio diversification only.
Source: ASIC Financial Advisers Register