ANGELA GAY WHEATLEY
Financial Adviser · Bridgetown, WA
📚 Qualifications & Training
1997 - Bachelor of Commerce Accounting - Bachelor Degree (AQF 7) - Curtin University of Technology
2003 - CPA Program - Professional Designations - CPA Australia
2010 - Registered Tax Agent - - Tax Practitioners Board
2011 - SMSF Strategies Specialist SMSF Adviser Training - - Terra Cordis Pty Ltd
2018 - Diploma of Financial Planning - - International Institute of Technology
2025 - Ethics and Professionalism in Financial Advice (FPC002B) - Bridging Course - Ethics - Kaplan Professional
🏢 Professional Memberships
CPA Australia (CPA)
ℹ️ What is a Financial Adviser?
A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.
Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.
Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.