Wendy Sue Roper – Financial Adviser
Adviser identifying number: 1002579
Status: Ceased
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1994
Name of the licence holder: COMMONWEALTH FINANCIAL PLANNING LIMITED
Licence number: 231139
Licensee’s ABN: 65003900169
Licence controlled by: COMMONWEALTH BANK OF AUSTRALIA
The date the Financial Adviser commenced the appointment: 01/07/1994
The date the Financial Adviser ceased the appointment: 31/12/2010
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Disciplinary actions start date against the Financial Adviser:
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Relevant qualifications and training:
- Bachelor Degree – Business – Monash University
- CFP – Certified Practising Accountant – Financial Planning Association of Australia
- CPA – CPA Australia
- Certificate – Business Studies – Box Hill College of Technical and Further Education
- Diploma – Financial Planning – Financial Planning Association of Australia
Relevant memberships of professional bodies or industry associations:
- CPA Australia (CPA)
- Financial Planning Association of Australia (FPA)
Wendy Sue Roper is authorised to provide advices on following products: