Martin William Van Rooy

Name
Martin William Van Rooy
ID
1267840
ABN
–
First Provided Advice
2018

Qualifications

Details on the qualifications or training courses the adviser has completed that are relevant to providing financial services

  • 2015 - Bachelor of Commerce (Financial Planning and Accounting) - Bachelor Degree (AQF 7) - Deakin University
  • 2020 - Master of Applied Finance (Financial Planning) - Masters Degree (AQF 9) - Charles Sturt University

Memberships

Details of memberships of professional bodies or industry associations relevant to providing financial services

Licencee

Status
Ceased
Licence Holder
Fish Tacos Pty Ltd (#533055)
Commenced
Nov. 10, 2025
Ceased
Dec. 22, 2025
Status
Ceased
Licence Holder
Gwm Adviser Services Pty Ltd (#230692)
Commenced
April 19, 2021
Ceased
April 26, 2021
Status
Ceased
Licence Holder
Morgans Financial Limited (#235410)
Commenced
March 18, 2019
Ceased
March 5, 2021
Status
Ceased
Licence Holder
Wfs Capital Pty Ltd (#520884)
Commenced
June 3, 2025
Ceased
Nov. 7, 2025
Status
Ceased
Licence Holder
Wfs Capital Pty Ltd (#520884)
Commenced
April 26, 2021
Ceased
June 2, 2025
Status
Current
Licence Holder
Fish Tacos Pty ltd (#533055)
Commenced
March 17, 2026

Skills

  • Provide Financial Product Advice - Carbon Credits/Carbon Unit
  • Provide Financial Product Advice - Deposit and Payment Products/Non-basic Deposit Products
  • Provide Financial Product Advice - Deposit & Payment Products – Non-Cash Deposit Products
  • Provide Financial Product Advice - Derivatives
  • Provide Financial Product Advice - Derivatives/Derivatives - Wool only
  • Provide Financial Product Advice - Derivatives/Derivatives - Electricity only
  • Provide Financial Product Advice - Derivatives/Derivatives - Grain only
  • Provide Financial Product Advice - Foreign Exchange Contracts
  • Provide Financial Product Advice - Government Debentures, Stocks or Bonds
  • Provide Financial Product Advice - Life Products/Investment Life Insurance Products
  • Provide Financial Product Advice - Life Products/Life Risk Insurance Product
  • Provide Financial Product Advice - Life Products/Life Products - Consumer Credit Insurance Only
  • Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, excluding IDPS
  • Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, including IDPS
  • Provide Financial Product Advice - Managed Investment Schemes/IDPS Only
  • Provide Financial Product Advice - Managed Investment Schemes/Own Managed Investment Scheme Only
  • Provide Financial Product Advice - Managed Investment Schemes/Horse Racing Syndicate
  • Provide Financial Product Advice - Managed Investment Schemes/Timesharing Scheme
  • Provide Financial Product Advice - Managed Investment Schemes/MDA Services
  • Provide Financial Product Advice - Retirement Savings Account Products
  • Provide Financial Product Advice - Securities
  • Provide Financial Product Advice - Superannuation
  • Provide Financial Product Advice - Superannuation/Self-Managed Superannuation Fund
  • Provide Financial Product Advice - Superannuation/A person's existing holding in a superannuation product
  • Provide Financial Product Advice - Margin Lending Facility/Standard Margin Lending Facility
  • Provide Financial Product Advice - Margin Lending Facility/Non-Standard Margin Lending Facility
  • Provide Financial Product Advice - Carbon Credits/Australian Carbon Credit Unit
  • Provide financial product advice/Carbon Credits/Eligible International Emissions Unit
  • Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products - MDA Services
  • Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Risk Products
  • Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products
  • Provide Financial Product Advice - FHSA Issued non ADI
  • Old Law Securities Options Contracts and Warrants Securities
  • Old Law Futures Contracts and Warrants
  • Managed Investment Schemes (Registered or Unregistered)
  • Securities – Debentures Managed Investment Schemes
  • All Securities
Status
Ceased
Licence Holder
Sinclair Wilson Investment Services Pty Ltd (#229238)
Commenced
Sept. 20, 2018
Ceased
March 15, 2019