Wendy Michelle Chapman – Financial Adviser
Adviser identifying number: 1004134
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2010
Name of the licence holder: KEY FINANCIAL PLANNERS PTY LTD
Licence number: 492022
Licensee’s ABN:
Licence controlled by:
The date the Financial Adviser commenced the appointment: 19/05/2017
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: KEY FINANCIAL PLANNERS PTY LTD
Authorised Representative identifying number: 000492022
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:
- Advanced Diploma – Financial Planning – Kaplan
- Diploma – Financial Planning – Kaplan
Relevant memberships of professional bodies or industry associations: Financial Planning Association of Australia (FPA)
Wendy Michelle Chapman is authorised to provide advices on following products:
- Government Debentures, Stocks or Bonds
- Life Products / Investment Life Insurance Products
- Life Products / Life Risk Insurance Products
- Managed Investment Schemes / Managed Investment Schemes, including IDPS
- Retirement Savings Account Products
- Superannuation
- Margin Lending Facility / Standard Margin Lending Facility