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
Name of the Authorised Representative:
Authorised Representative identifying number:
Authorised Representative’s ABN:

Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
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Address:
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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: