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- Wayne Philip Bolin
Wayne Philip Bolin
- Name
- Wayne Philip Bolin
- ID
- 1245115
- ABN
- –
- First Provided Advice
- 2016
Qualifications
Details on the qualifications or training courses the adviser has completed that are relevant to providing financial services
- 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
Memberships
Details of memberships of professional bodies or industry associations relevant to providing financial services
- CPA Australia (CPA)
- Financial Advice Association of Australia (FAAA)
- SMSF Association
Licencee
- Status
- Ceased
- Licence Holder
- Merit Wealth Pty Ltd (#409361)
- Commenced
- Sept. 4, 2018
- Ceased
- March 21, 2023
- Status
- Current
- Licence Holder
- Morgans Financial Limited (#235410)
- Commenced
- Nov. 22, 2023
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
- A.c.n. 155 907 681 Pty Ltd (#430062)
- Commenced
- July 1, 2016
- Ceased
- Dec. 8, 2017
- Status
- Ceased
- Licence Holder
- Akumin Financial Planning Pty Limited (#232706)
- Commenced
- July 26, 2012
- Ceased
- Aug. 9, 2013
- Status
- Ceased
- Licence Holder
- Climb Wealth Pty Ltd (#409424)
- Commenced
- Dec. 11, 2017
- Ceased
- July 27, 2018
- Status
- Ceased
- Licence Holder
- Count Financial Limited (#227232)
- Commenced
- July 1, 2003
- Ceased
- Sept. 30, 2005
- Status
- Ceased
- Licence Holder
- Lionsgate Financial Group Pty. Ltd. (#342766)
- Commenced
- May 5, 2010
- Ceased
- May 5, 2010
- Status
- Ceased
- Licence Holder
- Mclean Leslie & Champion (#287611)
- Commenced
- Aug. 1, 2005
- Ceased
- June 21, 2012