Wendy Whelan – Financial Adviser

Adviser identifying number: 1005528
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2000

Name of the licence holder: JBWERE LTD
Licence number: 341162
Licensee’s ABN: 68137978360
Licence controlled by: NATIONAL AUSTRALIA BANK LIMITED

The date the Financial Adviser commenced the appointment: 29/10/2009
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: JBWERE LTD
Authorised Representative identifying number: 341162
Authorised Representative’s ABN: 68137978360

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 Degree – Commerce – Deakin University
• Graduate Diploma – Financial Planning – FINSIA

Relevant memberships of professional bodies or industry associations:

• Australian Institute of Company Directors (AICD)
• Financial Services Institute of Australasia (FINSIA)
• Stockbrokers Association of Australia
• Women on Boards

Wendy Whelan is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit Products
• Deposit & Payment Products – Non-Cash Deposit Products
• Derivatives
• Government Debentures, Stocks or Bonds
• Managed Investment Schemes / Managed Investment Schemes, including IDPS
• Securities
• Margin Lending Facility / Standard Margin Lending Facility