SANDRA KAY WILLS (Adviser# 000244285) 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 July 30, 2018.
| Register Name | Financial Advisers |
| Adviser Name | SANDRA KAY WILLS |
| Adviser Number | 000244285 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 1986 |
| Financial Service (AFS) Licence |
Licence# 000318926 WEALTHMED FINANCIAL PTY LTD |
| Licence ABN | 24085617705 |
| Licence Controlled By | AZ NEXT GENERATION ADVISORY PTY LTD |
| Adviser Start Date | 2018-07-30 |
| Appointing Representative Name | WEALTHMED FINANCIAL PTY LTD |
| Appointing Representative Number | 000318926 |
| Appointing Representative ABN | 24085617705 |
| Memberships | Financial Planning Association of Australia (FPA) |
|
| Qualification / Degree | Institute / School |
|---|---|
| Diploma | FPA Diploma of Financial Planning - Royal Melbourne Institute of Technology University |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000318926 |
WEALTHMED FINANCIAL PTY LTD
Licence controlled by: AZ NEXT GENERATION ADVISORY PTY LTD |
2018-07-30 - | WEALTHMED FINANCIAL PTY LTD |
| 000230692 |
GWM ADVISER SERVICES LIMITED
Licence controlled by: NATIONAL AUSTRALIA BANK LIMITED ~ NATIONAL WEALTH MANAGEMENT SERVICES LIMITED |
2011-11-01 - 2018-07-30 | GWM ADVISER SERVICES LIMITED |
| 000232686 |
GENESYS WEALTH ADVISERS LIMITED
Licence controlled by: AMP LIMITED |
2006-08-15 - 2011-11-01 | SANDRA KAY WILLS |
| Licence Name | WEALTHMED FINANCIAL PTY LTD |
| Licence Number | 000318926 |
| Licence ABN | 24085617705 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| CAROLYN BINDON | Wealthmed Financial Pty Ltd | Current | 2017-10-24 |
| NATALIE ALISON MARTIN-BOOKER | Wealthmed Financial Pty Ltd | Current | 2017-10-24 |
| SCOTT COWAN KENNETH GUILDFORD | Wealthmed Financial Pty Ltd | Current | 2017-10-24 |
| THOMAS ALEXANDER WADE | Wealthmed Financial Pty Ltd | Current | 2017-10-24 |
| LAURIE THORP | Wealthmed Financial Pty Ltd | Current | 2007-11-28 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| CAROLYN BINDON | Wealthmed Financial Pty Ltd | Current | 2017-10-24 |
| NATALIE ALISON MARTIN-BOOKER | Wealthmed Financial Pty Ltd | Current | 2017-10-24 |
| SCOTT COWAN KENNETH GUILDFORD | Wealthmed Financial Pty Ltd | Current | 2017-10-24 |
| THOMAS ALEXANDER WADE | Wealthmed Financial Pty Ltd | Current | 2017-10-24 |
| LAURIE THORP | Wealthmed Financial Pty Ltd | Current | 2007-11-28 |
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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.