Roger Wilson – Financial Adviser

Adviser identifying number: 1003095
Status: Ceased
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2003

Name of the licence holder: LACHLAN WEALTH MANAGEMENT PTY LTD
Licence number: 289986
Licensee’s ABN: 30111060587
Licence controlled by:

The date the Financial Adviser commenced the appointment: 18/02/2003
The date the Financial Adviser ceased the appointment: 01/07/2014
Name of the Authorised Representative:
Authorised Representative identifying number:
Authorised Representative’s ABN:

Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
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Address:
Contact phone number:
Working hours:

Relevant qualifications and training:

• Bachelor of Business (Accounting) – RMIT University
• Certified Practising Accountant (CPA) – CPA Australia
• Master of Financial Planning – RMIT University

Relevant memberships of professional bodies or industry associations: CPA Australia (CPA)

Roger Wilson is authorised to provide advices on following products: