Wendy Wallace Financial Planner Report

Name:
Wendy Jane Wallace

Rep Number:
000384387

Status:
Current

First Advice:
2007

Disciplinary action:
No action

Most Recent Role:
2016-02-15 onwards

Licensee
Name:

Number:
000222154

ABN:
52 090 647 984

Appointed By
Name:
Financial Affairs Pty Ltd

Licence Number:
000222154

ABN:
52 090 647 984

May advise on following product areas:
Non-basic Deposit Products
Government Debentures, Stocks or Bonds
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
Retirement Savings Account Products
Securities
Superannuation

Qualifications
Kaplan Professional Education
Advanced Diploma of Financial Services (Financial Planning)
London Guildhall University
Bachelor of Arts (Accountancy)
The National Finance Institute
Certificate IV in Finance and Mortgage Broking
Kaplan Professional Education
Self Managed Superannuation Funds
Tax Practitioners Board
Tax financial Adviser

Memberships
Financial Planning Association of Australia (FPA)