VITTORIA ALEXIS WHEATLEY
Financial Adviser · Sydney, NSW
📚 Qualifications & Training
2000 - Bachelor of Economics - Bachelor Degree (AQF 7) - University of Sydney
2003 - Graduate Diploma in Applied Finance and Investment - - Securities Institute
2008 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - FINSIA
2011 - Margin Lending and Geared Investments - Certificate (AQF 1-4) - Kaplan Education
2013 - Certified Financial Planner - Professional Designations - FAAA
2013 - Diploma of Finance and Mortgage Broking Management - - Kaplan Professional
2019 - Personal Financial Planning and Management - Bridging Course - Behavioural Finance - University of New South Wales
2021 - Financial Planning Advice and Ethics - Bridging Course - Ethics - University of New South Wales
🏢 Professional Memberships
CFP – Certified Financial Planner (FPA)
Financial Advice Association of Australia (FAAA)
MFAA - Mortgage & Finance Association of Australia
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.