William Trevor Rolley – Financial Adviser

Adviser identifying number: 256602
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2004

Name of the licence holder: THE FINANCIALLINK GROUP PTY LTD
Licence number: 240938
Licensee’s ABN: 12055622967
Licence controlled by: BEACON FINANCIAL GROUP PTY LIMITED

The date the Financial Adviser commenced the appointment: 01/02/2004
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: THE FINANCIALLINK GROUP PTY LTD
Authorised Representative identifying number: 240938
Authorised Representative’s ABN: 12055622967

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:

• Certificate 4 Financial Planning – Kaplan
• Certificate 4 Financial Planning – Kaplan
• PS 146 Integratec – Kaplan
• RG 146 Specialist SMSF Adviser – Mentor
• RG 146 Specialist SMSF Adviser – Mentor

Relevant memberships of professional bodies or industry associations:

William Trevor Rolley is authorised to provide advices on following products:

• Life Products / Investment Life Insurance Products
• Life Products / Life Risk Insurance Products
• Managed Investment Schemes / Managed Investment Schemes, excluding IDPS
• Managed Investment Schemes / Managed Investment Schemes, including IDPS
• Superannuation