Wendy Jane Wallace – Financial Adviser

Adviser identifying number: 384387
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2007

Name of the licence holder: FINANCIAL AFFAIRS PTY LTD
Licence number: 222154
Licensee’s ABN: 52090647984
Licence controlled by:

The date the Financial Adviser commenced the appointment: 15/02/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: FINANCIAL AFFAIRS PTY LTD
Authorised Representative identifying number: 222154
Authorised Representative’s ABN: 52090647984

Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:

Address:
Contact phone number:
Working hours:

Relevant qualifications and training:

• 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

Relevant memberships of professional bodies or industry associations: Financial Planning Association of Australia (FPA)

Wendy Jane Wallace is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit Products
• Government Debentures, Stocks or Bonds
• Life Products / Investment Life Insurance Products
• Life Products / Life Risk Insurance Products
• Managed Investment Schemes / Managed Investment Schemes, including IDPS
• Retirement Savings Account Products
• Securities
• Superannuation