Roger William Ward
Financial Adviser in Newcastle, New South Wales, Australia
Review Roger William Ward
Describe your own experience as a client, patient or family member. Leave out phone numbers, addresses and anything you can't stand behind. Reviews appear straight away after an automatic spam check.
Australian Securities and Investments Commission (ASIC)
Adviser number000235801
- Location
- Newcastle NSW 2302
- Licensee
- Advice Evolution Pty Ltd (AFSL 342880)
- Authorised since
- 5 December 2019
- First provided advice
- 1983
- Qualifications
- Diploma of Financial Planning, Kaplan Professional (2002); Margin Lending & Geared Investments, Kaplan Professional (2011); Advanced Diploma of Financial Planning, Mentor Education (2016)
- 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, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Roger William Ward
Roger William Ward is a financial adviser in Newcastle, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 000235801.
The licensee Roger advises under is Advice Evolution Pty Ltd (AFS licence 342880). That authorisation dates from 5 December 2019.
According to the register, Roger first provided financial advice in 1983. The qualifications listed for Roger include Diploma of Financial Planning (Kaplan Professional, 2002), Margin Lending & Geared Investments (Kaplan Professional, 2011) and Advanced Diploma of Financial Planning (Mentor Education, 2016). Roger is recorded as a member of 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 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
Reviews
Nobody has reviewed Roger William Ward here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Roger William Ward a registered financial adviser?
Yes. Roger William Ward is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000235801.
Which licensee does Roger William Ward work under?
Advice Evolution Pty Ltd, Australian financial services licence 342880.
What can Roger William Ward 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; standard margin lending.