Roy Massey
Financial Adviser in Nelson Bay, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000313653
- Location
- Nelson Bay NSW 2315
- Licensee
- Genus Wealth Australia Pty Ltd (AFSL 522710)
- Authorised since
- 25 September 2020
- First provided advice
- 2005
- Qualifications
- Bachelor of Business (Financial Planning Major), University of Technology Sydney (2007); Graduate Diploma of Applied Finance, Kaplan Professional Education (2009); Certified Financial Planner, Financial Planning Association (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, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Roy Massey
Roy Massey is a financial adviser in Nelson Bay, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 000313653.
The licensee Roy advises under is Genus Wealth Australia Pty Ltd (AFS licence 522710). That authorisation dates from 25 September 2020.
The register records 2005 as the year Roy first provided financial advice. The qualifications listed for Roy include Bachelor of Business (Financial Planning Major) (University of Technology Sydney, 2007), Graduate Diploma of Applied Finance (Kaplan Professional Education, 2009) and Certified Financial Planner (Financial Planning Association, 2012). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
Roy 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.
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Questions people ask
Is Roy Massey a registered financial adviser?
Yes. Roy Massey is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000313653.
Which licensee does Roy Massey work under?
Genus Wealth Australia Pty Ltd, Australian financial services licence 522710.
What can Roy Massey 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.