Wayne Bolin
CFP
Financial Planner
Morgans Canberra Financial Planning team believes in a holistic approach. With your goals in mind, we guide you through long term wealth creation, retirement planning, risk management and estate planning.
Investment Style
Wayne's area of key expertise are superannuation (especially SMSFs), estate and tax planning that assist clients to meet their wealth planning and future financial goals. Wayne has extensive knowledge of superannuation and tax laws.
Services and Specialties
Superannuation Advice
Self-Managed Super Funds
Retirement and Estate Planning
Industry Experience
Sectors Covered
Industry recognition
Qualifications and Professional Affiliations
Bachelor of Business
Certified Financial Planner
Certified Practising Accountant
Graduate Diploma in Professional Accounting
Diploma of Financial Services (Financial Planning)
Associations
Fellow of the Tax Institute of Australia
SMSF Specialist Adviser (SSA®)
CPA Australia
Financial Advice Association Australia
Competencies
Generic
Superannuation
Financial Planning
I am employed by Morgans Canberra Partnership which operates the business of Morgans Financial Limited - Canberra. My employer remunerates me by way of salary.
