ELIZABETH AMY WISE

Financial Adviser · Sydney, NSW

Registered

Registration Number

001301195

Registration Status

Registered

Location

Sydney, NSW 2000

Providing Advice Since

2023

Registration Date

10/01/2023

Financial Services Licensee

APT WEALTH PARTNERS PTY LTD

Licence #000436121

📚 Qualifications & Training

2010 - Introduction to Law (LEGL101 Commercial Law) - Other - Australian Catholic University
2013 - Bachelor of Commerce - Bachelor Degree (AQF 7) - Australian Catholic University
2022 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan
2022 - Tax and Commercial Law in Financial Planning (FPC006 Taxation Law) - Other - Kaplan

🏢 Professional Memberships

Financial Advice Association of Australia (FAAA)

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.