WENDY JANE WALLACE (Adviser# 000384387) is a financial adviser registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. The adviser role status is Current. The adviser start date is February 15, 2016.
| Register Name | Financial Advisers |
| Adviser Name | WENDY JANE WALLACE |
| Adviser Number | 000384387 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2007 |
| Financial Service (AFS) Licence |
Licence# 000222154 FINANCIAL AFFAIRS PTY LTD |
| Licence ABN | 52090647984 |
| Adviser Start Date | 2016-02-15 |
| Appointing Representative Name | FINANCIAL AFFAIRS PTY LTD |
| Appointing Representative Number | 000222154 |
| Appointing Representative ABN | 52090647984 |
| Memberships | Financial Planning Association of Australia (FPA) |
|
| Qualification / Degree | Institute / School |
|---|---|
| Advanced Diploma of Financial Services (Financial Planning) | Kaplan Professional Education |
| Bachelor of Arts (Accountancy) | London Guildhall University |
| Certificate IV in Finance and Mortgage Broking | The National Finance Institute |
| Self Managed Superannuation Funds | Kaplan Professional Education |
| Tax financial Adviser | Tax Practitioners Board |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000222154 | FINANCIAL AFFAIRS PTY LTD | 2016-02-15 - | FINANCIAL AFFAIRS PTY LTD |
| 000221557 |
MAGNITUDE GROUP PTY LTD
Licence controlled by: WESTPAC BANKING CORPORATION |
2014-09-29 - 2015-12-18 | PETER RICHARDS & CONSULTANTS PTY LTD |
| 000240687 |
SECURITOR FINANCIAL GROUP LTD
Licence controlled by: WESTPAC BANKING CORPORATION |
2012-09-10 - 2014-03-14 | |
| 000225982 |
AUSTRALIAN PLANNING SERVICES PTY LTD
Licence controlled by: HEINE BROTHERS PTY LTD ~ NETWEALTH HOLDINGS LIMITED [Date Ceased: 09/11/2017] ~ Michael Max HEINE |
2010-10-01 - 2012-09-07 |
| Licence Name | FINANCIAL AFFAIRS PTY LTD |
| Licence Number | 000222154 |
| Licence ABN | 52090647984 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| ROWENA MARY THIELE | Financial Affairs Pty Ltd | Current | 2017-05-01 |
| LEONARD SACK | Financial Affairs Pty Ltd | Current | 2017-04-03 |
| DAVID GEOFFREY PAGE | Financial Affairs Pty Ltd | Current | 2016-02-15 |
| LINDA BRIERS | Financial Affairs Pty Ltd | Ceased | 2010-03-22 |
| TIM GOGGIN | Financial Affairs Pty Ltd | Ceased | 2009-11-09 |
| LOUISE BARTHELOT | Financial Affairs Pty Ltd | Ceased | 2009-01-28 |
| CLAIRE WILLIAMS | Financial Affairs Pty Ltd | Current | 2007-11-01 |
| BRETT ANTHONY WILLIAMS | Financial Affairs Pty Ltd | Current | 2002-11-02 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| ROWENA MARY THIELE | Financial Affairs Pty Ltd | Current | 2017-05-01 |
| LEONARD SACK | Financial Affairs Pty Ltd | Current | 2017-04-03 |
| DAVID GEOFFREY PAGE | Financial Affairs Pty Ltd | Current | 2016-02-15 |
| LINDA BRIERS | Financial Affairs Pty Ltd | Ceased | 2010-03-22 |
| TIM GOGGIN | Financial Affairs Pty Ltd | Ceased | 2009-11-09 |
| LOUISE BARTHELOT | Financial Affairs Pty Ltd | Ceased | 2009-01-28 |
| CLAIRE WILLIAMS | Financial Affairs Pty Ltd | Current | 2007-11-01 |
| BRETT ANTHONY WILLIAMS | Financial Affairs Pty Ltd | Current | 2002-11-02 |
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| Data Provider | Australian Securities and Investments Commission (ASIC), Financial Advisers Register |
| Jurisdiction | Australia |
| Related Datasets | Australian Businesses, Australian Companies |
This dataset includes 33 thousand financial advisers registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. Australian Financial Services Licensees are required to keep the details of their financial advisers up to date on ASIC's Financial Advisers Register. Each financial adviser is registered with name, number, role status, ABN, first advice year, licence name and number, licence ABN, adviser start date and end date, appointing representative, disciplinary action, product authorisations, qualifications and training, memberships, etc.