Roger Wheelahan
Financial Adviser in Glenorie, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000250443
- Location
- Glenorie NSW 2158
- Licensee
- Lifespan Financial Planning Pty Ltd (AFSL 229892)
- Authorised since
- 17 August 2022
- First provided advice
- 2001
- Qualifications
- Diploma of Financial Services (Financial Planning), Securities Institute (2004); Advanced Diploma of Financial Services (Financial Planning), Kaplan (2012)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts
- Tax (financial) advice
- Yes
- Register status
- Current
About Roger Wheelahan
Roger Wheelahan is a financial adviser in Glenorie, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 000250443.
Advice is given under the Australian financial services licence of Lifespan Financial Planning Pty Ltd, licence number 229892. The current authorisation started on 17 August 2022.
The register records 2001 as the year Roger first provided financial advice. Qualifications and training on file include Diploma of Financial Services (Financial Planning) (Securities Institute, 2004) and Advanced Diploma of Financial Services (Financial Planning) (Kaplan, 2012). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
Roger is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Roger Wheelahan a registered financial adviser?
Yes. Roger Wheelahan is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000250443.
Which licensee does Roger Wheelahan work under?
Lifespan Financial Planning Pty Ltd, Australian financial services licence 229892.
What can Roger Wheelahan give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts.