WENDY WHELAN
Financial Adviser · Melbourne, VIC
📚 Qualifications & Training
1992 - Bachelor Degree - Commerce - - Deakin University
2001 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - The Securities institute of Australia
2018 - Foreign Exchange Accreditation Program - Other - Stockbrokers and Financial Advisers Association Limited
2021 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
🏢 Professional Memberships
Australian Institute of Company Directors (AICD)
Financial Services Institute of Australasia (FINSIA)
Stockbrokers and Investment Advisers Association (SIAA)
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.