WENDY JOY BARTON

Financial Adviser · Melbourne, VIC

Registered

Registration Number

000270402

Registration Status

Registered

Location

Melbourne, VIC 3004

Providing Advice Since

2009

Registration Date

11/06/2009

Financial Services Licensee

THE HERON PARTNERSHIP PTY LIMITED

Licence #000252538

📚 Qualifications & Training

2005 - Diploma of Financial Services - - Tribeca
2021 - FASEA Exam - Other - FASEA

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.