William Roger Homan – Financial Adviser

Adviser identifying number: 1001392
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1998

Name of the licence holder: INTAS FINANCIAL SERVICES PTY. LTD.
Licence number: 343939
Licensee’s ABN: 79140278771
Licence controlled by:

The date the Financial Adviser commenced the appointment: 01/03/2010
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: INTAS FINANCIAL SERVICES PTY. LTD.
Authorised Representative identifying number: 343939
Authorised Representative’s ABN: 79140278771

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:

• Bachelor of Commerce – University of Tasmania
• Graduate Diploma of Applied Finance and Investment – Securities Institute
• Graduate Diploma of Financial Planning – Securities Institute

Relevant memberships of professional bodies or industry associations:

• Association of Financial Advisers (AFA)
• Financial Services Institute of Australasia

William Roger Homan is authorised to provide advices on following products:

• Derivatives
• 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