Wendy June Town – Financial Adviser
Adviser identifying number: 245263
Status: Current
Adviser’s ABN: 16507936759
The year the Financial Adviser first provided advice: 2003
Name of the licence holder: PROFESSIONAL INVESTMENT SERVICES PTY LTD
Licence number: 234951
Licensee’s ABN: 11074608558
Licence controlled by: CENTREPOINT WEALTH PTY LTD
The date the Financial Adviser commenced the appointment: 08/12/2003
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: PROFESSIONAL INVESTMENT SERVICES PTY LTD
Authorised Representative identifying number: 000234951
Authorised Representative’s ABN: 11074608558
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 Business – University of Technology Sydney
- Generic Financial Planning – FPA
- Self Managed Superannuation Funds – Kaplan
- Superannuation and Retirement Planning – FPA
- Taxation Planning – FPA
Relevant memberships of professional bodies or industry associations:
- Chartered Accountants Australia and New Zealand (CA)
- Financial Planning Association of Australia (FPA)
- National Tax and Accountants Association (NTAA)
Wendy June Town is authorised to provide advices on following products:
- Superannuation