Sean William Whelan – Financial Adviser

Adviser identifying number: 1251450
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2017

Name of the licence holder: ONE ADVISORY WEALTH PTY LTD
Licence number: 487978
Licensee’s ABN:
Licence controlled by:

The date the Financial Adviser commenced the appointment: 23/01/2017
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: ONE ADVISORY WEALTH PTY LTD
Authorised Representative identifying number: 487978
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:

• Bachelor of Arts in Accountancy – University of South Australia
• FNS Financial Services Training Package Certificate – Terra Cordis

Relevant memberships of professional bodies or industry associations:

• Chartered Accountants Australia and New Zealand (CA)
• Tax Practitioners Board

Sean William Whelan is authorised to provide advices on following products:

• Superannuation / Self-Managed Superannuation Fund
• Superannuation / A person’s existing holding in a superannuation product
• Class of Product Advice – Securities
• Class of Product Advice – Simple Managed Investment schemes
• Class of Product Advice – Life risk insurance products
• Class of Product Advice – Superannuation