William Trevor Rolley
Financial Adviser in Harrington Park, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000256602
- Location
- Harrington Park NSW 2567
- Licensee
- Templestone Financial Services Pty Ltd (AFSL 523831)
- Authorised since
- 18 September 2023
- First provided advice
- 2004
- Qualifications
- PS 146 Integratec, Kaplan (2002); Certificate 4 Financial Planning, Kaplan (2005); RG 146 Specialist SMSF Adviser, Mentor (2015)
- 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
- Restriction
- Excluding Margin Lending
- Register status
- Current
About William Trevor Rolley
William Trevor Rolley is a financial adviser in Harrington Park, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 000256602.
The licensee William advises under is Templestone Financial Services Pty Ltd (AFS licence 523831). That authorisation dates from 18 September 2023.
The register records 2004 as the year William first provided financial advice. The qualifications listed for William include PS 146 Integratec (Kaplan, 2002), Certificate 4 Financial Planning (Kaplan, 2005) and RG 146 Specialist SMSF Adviser (Mentor, 2015).
William 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.
A further restriction is recorded on the register: “Excluding Margin Lending.”
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Questions people ask
Is William Trevor Rolley a registered financial adviser?
Yes. William Trevor Rolley is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000256602.
Which licensee does William Trevor Rolley work under?
Templestone Financial Services Pty Ltd, Australian financial services licence 523831.
What can William Trevor Rolley 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. It also records this restriction: "Excluding Margin Lending."