Angela Gay Wheatley
Financial Adviser in Bridgetown, Western Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001249092
- Location
- Bridgetown WA 6255
- Licensee
- Politis Investment Strategies Pty Ltd (AFSL 253125)
- Authorised since
- 19 December 2018
- First provided advice
- 2016
- Qualifications
- Bachelor of Commerce Accounting, Curtin University of Technology (1997); CPA Program, CPA Australia (2003); Registered Tax Agent, Tax Practitioners Board (2010); SMSF Strategies Specialist SMSF Adviser Training, Terra Cordis Pty Ltd (2011); Diploma of Financial Planning, International Institute of Technology (2018); Ethics and Professionalism in Financial Advice (FPC002B), Kaplan Professional (2025)
- Memberships
- CPA Australia (CPA)
- Advice areas
- superannuation, managed investment schemes, life risk insurance, life investment products, deposit and payment products
- Restriction
- Financial product advice restricted as per Notice of Authorisation and Approved Product List issued
- Tax (financial) advice
- Yes
- Register status
- Current
About Angela Gay Wheatley
On the Financial Advisers Register kept by ASIC, Angela Gay Wheatley appears as a current financial adviser in Bridgetown, Western Australia, adviser number 001249092.
Advice is given under the Australian financial services licence of Politis Investment Strategies Pty Ltd, licence number 253125. That authorisation dates from 19 December 2018.
The register records 2016 as the year Angela first provided financial advice. The qualifications listed for Angela include Bachelor of Commerce Accounting (Curtin University of Technology, 1997), CPA Program (CPA Australia, 2003) and Registered Tax Agent (Tax Practitioners Board, 2010). Professional memberships recorded: CPA Australia (CPA).
The authorisation covers advice on superannuation, managed investment schemes, life risk insurance, life investment products and deposit and payment products. The register also shows that tax (financial) advice services can be provided.
The register adds a condition to this authorisation: “Financial product advice restricted as per Notice of Authorisation and Approved Product List issued.”
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Questions people ask
Is Angela Gay Wheatley a registered financial adviser?
Yes. Angela Gay Wheatley is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001249092.
Which licensee does Angela Gay Wheatley work under?
Politis Investment Strategies Pty Ltd, Australian financial services licence 253125.
What can Angela Gay Wheatley give advice on?
The register lists these advice areas: superannuation; managed investment schemes; life risk insurance; life investment products; deposit and payment products. It also records this restriction: "Financial product advice restricted as per Notice of Authorisation and Approved Product List issued."