Glen Wallace – Financial Adviser

Adviser identifying number: 1237251
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2006

Name of the licence holder: UNISUPER MANAGEMENT PTY. LTD.
Licence number: 235907
Licensee’s ABN: 91006961799
Licence controlled by: UNISUPER LIMITED

The date the Financial Adviser commenced the appointment: 27/10/2015
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: UNISUPER MANAGEMENT PTY. LTD.
Authorised Representative identifying number: 235907
Authorised Representative’s ABN: 91006961799

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 Certificate in Property Agency – Wollongong TAFE
  • Advanced Certificate in Real Estate – Hornsby TAFE
  • Advanced Diploma Of Financial Services (Financial Planning) – Kaplan
  • Margin Lending & Geared Investments – Kaplan
  • Self Managed Super Funds – Kaplan

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

Glen Wallace is authorised to provide advices on following products:

  • Managed Investment Schemes / Managed Investment Schemes, including IDPS
  • Superannuation