Gemma Woolley – Financial Adviser

Adviser identifying number: 1237163
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2015

Name of the licence holder: SFS LICENCE PTY LTD
Licence number: 489820
Licensee’s ABN:
Licence controlled by: JENERRA NOMINEES PTY LTD ~ SMAC Nominees Pty Ltd ~ WINDELL HOLDINGS PTY LTD

The date the Financial Adviser commenced the appointment: 07/11/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: SHAKESPEARE FINANCIAL SERVICES PTY LTD
Authorised Representative identifying number: 274011
Authorised Representative’s ABN: 95009351615

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:

• Bachelor of Commerce (Accounting and Marketing) – Curtin University of Technology
• Diploma of Financial Planning – Kaplan Professional
• Graduate Diploma of Chartered Accounting – The Institute of Chartered Accountants in Australia

Relevant memberships of professional bodies or industry associations:

• Chartered Accountants Australia and New Zealand (CA)
• SMSF Association – SMSF Specialist Advisor (SSA)

Gemma Woolley is authorised to provide advices on following products:

• Superannuation