Wendy Town Financial Planner Report

Name:
Wendy June Town

Rep Number:
000245263

Status:
Current

First Advice:
2003

Disciplinary action:
No action

Most Recent Role:
2003-12-08 onwards

Location:
Marcoola, South Eastern, QLD, 4564

ABN:
16 507 936 759

Licensee
Name:

Number:
000234951

ABN:
11 074 608 558

Controlled By:

Appointed By
Name:
Professional Investment Services Pty Ltd

Licence Number:
000234951

ABN:
11 074 608 558

May advise on following product areas:
Superannuation

Qualifications
University of Technology Sydney
Bachelor of Business
FPA
Generic Financial Planning
Kaplan
Self Managed Superannuation Funds
FPA
Superannuation and Retirement Planning
FPA
Taxation Planning

Memberships
Chartered Accountants Australia and New Zealand (CA)
Financial Planning Association of Australia (FPA)
National Tax and Accountants Association (NTAA)