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