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