Rowan Charles Wadley
Financial Adviser in Wagga Wagga, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000235707
- Location
- Wagga Wagga NSW 2650
- Licensee
- Asvw Financial Services Pty Ltd (AFSL 446176)
- Authorised since
- 18 January 2024
- First provided advice
- 1998
- Qualifications
- Certified Financial Planner, Financial Planning Association of Australia (2002); Applied Self Managed Super Fund Advice, Australia Executor Trustees (2005); Margin Lending, MLC (2011); Accredited Listed Product Adviser Program, Kaplan Professional (2018); Graduate Diploma of Financial Planning, Kaplan Professional (2021)
- 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 Rowan Charles Wadley
Rowan Charles Wadley is a financial adviser in Wagga Wagga, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 000235707.
Rowan provides advice as an authorised representative of Asvw Financial Services Pty Ltd, which holds Australian financial services licence 446176. The current authorisation started on 18 January 2024.
The register records 1998 as the year Rowan first provided financial advice. The qualifications listed for Rowan include Certified Financial Planner (Financial Planning Association of Australia, 2002), Applied Self Managed Super Fund Advice (Australia Executor Trustees, 2005) and Margin Lending (MLC, 2011). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
The authorisation covers advice 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.
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Questions people ask
Is Rowan Charles Wadley a registered financial adviser?
Yes. Rowan Charles Wadley is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000235707.
Which licensee does Rowan Charles Wadley work under?
Asvw Financial Services Pty Ltd, Australian financial services licence 446176.
What can Rowan Charles Wadley 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.