WENDY JANE WALLACE
Financial Adviser · Moorabbin, VIC
📚 Qualifications & Training
1997 - Bachelor of Arts (Accountancy) - Bachelor Degree (AQF 7) - London Guildhall University
2012 - Advanced Deploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Professional Education
2013 - Self Managed Superannuation Funds - - Kaplan Professional Education
2022 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - 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.