Elizabeth Jayne Walmsley
Financial Adviser in Melbourne, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001008948
- Location
- Melbourne VIC 3000
- Licensee
- Heritage Capital Group Pty Ltd (AFSL 518138)
- Authorised since
- 2 March 2020
- First provided advice
- 2011
- Qualifications
- Bachelor of Commerce, Deakin University (2009); Certified Financial Planner, Financial Planning Association of Australia (2016); Ethics and Professionalism in Financial Advice, Kaplan (2025)
- Memberships
- Financial Advice Association of Australia (FAAA); Tax Practitioners Board
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending, derivatives
- Tax (financial) advice
- Yes
- Register status
- Current
About Elizabeth Jayne Walmsley
Elizabeth Jayne Walmsley is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Melbourne, Victoria (adviser number 001008948).
Advice is given under the Australian financial services licence of Heritage Capital Group Pty Ltd, licence number 518138. That authorisation dates from 2 March 2020.
According to the register, Elizabeth first provided financial advice in 2011. Qualifications and training on file include Bachelor of Commerce (Deakin University, 2009), Certified Financial Planner (Financial Planning Association of Australia, 2016) and Ethics and Professionalism in Financial Advice (Kaplan, 2025). Professional memberships recorded: Financial Advice Association of Australia (FAAA) and Tax Practitioners Board.
Elizabeth is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 10 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Elizabeth Jayne Walmsley a registered financial adviser?
Yes. Elizabeth Jayne Walmsley is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001008948.
Which licensee does Elizabeth Jayne Walmsley work under?
Heritage Capital Group Pty Ltd, Australian financial services licence 518138.
What can Elizabeth Jayne Walmsley give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending; derivatives.