Angela Gay Wheatley – Financial Adviser

Adviser identifying number: 1249092
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2016

Name of the licence holder: CPA AUSTRALIA ADVICE PTY LTD
Licence number: 482657
Licensee’s ABN:
Licence controlled by: CPA AUSTRALIA LTD

The date the Financial Adviser commenced the appointment: 25/10/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: CPA AUSTRALIA ADVICE PTY LTD
Authorised Representative identifying number: 482657
Authorised Representative’s ABN:

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:

• CPA – CPA Australia
• RG146 Compliance Solution – Module 2 Insurance – CPA Australia
• Registered Tax Agent – Tax Practitioners Board
• SMSF Strategies Specialist SMSF Adviser Training – Terra Cordis Pty Ltd

Relevant memberships of professional bodies or industry associations: CPA Australia (CPA)

Angela Gay Wheatley 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
• Retirement Savings Account Products
• Superannuation