WAYNE PHILIP BOLIN

Financial Adviser ยท Griffith, ACT

Registered

Registration Number

001245115

Registration Status

Registered

Location

Griffith, ACT 2603

Providing Advice Since

2016

Registration Date

04/09/2018

Financial Services Licensee

MERIT WEALTH PTY LTD

Licence #000409361

๐Ÿ“š Qualifications & Training

1979 - Bachelor of Business - - Riverina College of Advanced Education
1986 - Graduate Diploma in Professional Accounting - - Canberra College of Advanced Education
1990 - Certified Practising Accountant - Professional Designations - CPA Australia
2003 - Certified Financial Planner - Professional Designations - FPA
2012 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Pinnacle

๐Ÿข Professional Memberships

CPA Australia (CPA)
Financial Advice Association of Australia (FAAA)
SMSF Association

โ„น๏ธ What is a Financial Adviser?

A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.

Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.

Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.