Roger Linley Moritz – Financial Adviser

Adviser identifying number: 1233849
Status: Ceased
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2004

Name of the licence holder: WILSONS CORPORATE FINANCE LIMITED
Licence number: 238383
Licensee’s ABN: 65057547323
Licence controlled by: WILSONS HOLDING COMPANY PTY LTD

The date the Financial Adviser commenced the appointment: 10/11/2004
The date the Financial Adviser ceased the appointment: 09/12/2011
Name of the Authorised Representative:
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Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
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Address:
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Relevant qualifications and training:

  • Diploma in Financial Markets – Securities Institute of Australia
  • Diploma of Financial Planning – Financial Planning Association
  • GRADUATE DIPLOMA OF TAXATION STUDIES – University of New South Wales
  • Graduate Diploma in Applied Finance and Investment – Securities Institute of Australia

Relevant memberships of professional bodies or industry associations: Financial Planning Association of Australia (FPA)

Roger Linley Moritz is authorised to provide advices on following products: