WENDY MICHELLE CHAPMAN

Licensee: KEY FINANCIAL PLANNERS PTY LTD

WENDY MICHELLE CHAPMAN (Adviser# 001004134) 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 May 19, 2017.

Adviser Overview

Register Name Financial Advisers
Adviser Name WENDY MICHELLE CHAPMAN
Adviser Number 001004134
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2010
Financial Service (AFS) Licence Licence# 000492022
KEY FINANCIAL PLANNERS PTY LTD
Adviser Start Date 2017-05-19
Appointing Representative Name KEY FINANCIAL PLANNERS PTY LTD
Appointing Representative Number 000492022
Memberships Financial Planning Association of Australia (FPA)

Authorisations to provide financial product advice

  • WENDY MICHELLE CHAPMAN
  • ·
  • Government Debenture
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Retirement Savings Account
  • ·
  • Superannuation
  • ·
  • Margin Lending Facility Standard

Qualifications and training history

Qualification / Degree Institute / School
Advanced Diploma Financial Planning - Kaplan
Diploma Financial Planning - Kaplan

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000492022 KEY FINANCIAL PLANNERS PTY LTD 2017-05-19 - KEY FINANCIAL PLANNERS PTY LTD
000230686 NATIONAL AUSTRALIA BANK LIMITED
Licence controlled by: NATIONAL AUSTRALIA BANK LIMITED
2010-04-19 - 2017-03-28 NATIONAL AUSTRALIA BANK LIMITED

Licensee Information

Licence Name KEY FINANCIAL PLANNERS PTY LTD
Licence Number 000492022

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Dataset Information

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.