WENDY WHELAN

Financial Adviser · Melbourne, VIC

Registered

WENDY WHELAN is listed on the ASIC Financial Advisers Register as a registered financial adviser, providing advice since 2000, based in Melbourne, Victoria. They are authorised to provide advice under JBWERE LTD (AFSL licence #000341162). Registered qualifications on file include 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. Professional memberships listed: Australian Institute of Company Directors (AICD), Financial Services Institute of Australasia (FINSIA), Stockbrokers and Investment Advisers Association (SIAA).

Registration Number

001005528

Registration Status

Registered

Location

Melbourne, VIC 3000

Providing Advice Since

2000

Registration Date

29/10/2009

Financial Services Licensee

JBWERE LTD

Licence #000341162

📚 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)

Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly. Learn more about what a financial adviser registration means.