Rowan Charles Wadley – Financial Adviser

Adviser identifying number: 235707
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1998

Name of the licence holder: MERITUM FINANCIAL GROUP PTY LTD
Licence number: 245569
Licensee’s ABN: 93106888215
Licence controlled by: NATIONAL AUSTRALIA BANK LIMITED

The date the Financial Adviser commenced the appointment: 15/05/2004
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: THE INVESTMENT AND INSURANCE ADVISORY CENTRE PTY LTD
Authorised Representative identifying number: 235430
Authorised Representative’s ABN:

Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:

Address:
Contact phone number:
Working hours:

Relevant qualifications and training:

• CFP – Certified Financial Planner – Financial Planning Association of Australia
• Certificate – Applied SMSF Advice – Australian Executor Trustees
• Diploma – Financial Planning – Financial Planning Association of Australia
• Other – Associate Certificate of Applied Management – Australian School of Applied Management
• Other – Life Risk Specialist – Financial Planning Association of Australia

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

Rowan Charles Wadley is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit Products
• Government Debentures, Stocks or Bonds
• Life Products / Investment Life Insurance Products
• Life Products / Life Risk Insurance Products
• Managed Investment Schemes / Managed Investment Schemes, including IDPS
• Retirement Savings Account Products
• Securities
• Superannuation
• Margin Lending Facility / Standard Margin Lending Facility
• Margin Lending Facility / Non-Standard Margin Lending Facility