Helen Maree Whelan – Financial Adviser

Adviser identifying number: 1255572
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2017

Name of the licence holder: SMSF ADVISERS NETWORK PTY LTD
Licence number: 430062
Licensee’s ABN: 64155907681
Licence controlled by: NATIONAL TAX & ACCOUNTANTS’ ASSOCIATION LIMITED

The date the Financial Adviser commenced the appointment: 16/06/2017
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: SMSF ADVISERS NETWORK PTY LTD
Authorised Representative identifying number: 000430062
Authorised Representative’s ABN: 64155907681

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 – University Of Queensland
• Graduate Diploma in Advanced Accounting – QUT
• SMSF Personal Advice – Pinnacle

Relevant memberships of professional bodies or industry associations:

• ICAA
• National Tax and Accountants Association

Helen Maree Whelan is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit Products
• Superannuation