James Thomas Wheatley
Financial Adviser in Richmond, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001001623
- Location
- Richmond VIC 3121
- Licensee
- WPFP Group Pty Ltd (AFSL 526282)
- Authorised since
- 29 August 2022
- First provided advice
- 2011
- Qualifications
- Bachelor of Commerce, The University of Melbourne (2007); Advanced Diploma of Financial Services (Financial Planning), Kaplan Higher Education Pty Ltd (2012); Ethics and Professionalism in Financial Advice, Kaplan Higher Education (2020)
- Memberships
- Financial Advice Association of Australia (FAAA)
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About James Thomas Wheatley
On the Financial Advisers Register kept by ASIC, James Thomas Wheatley appears as a current financial adviser in Richmond, Victoria, adviser number 001001623.
The licensee James advises under is WPFP Group Pty Ltd (AFS licence 526282). That authorisation dates from 29 August 2022.
The register records 2011 as the year James first provided financial advice. Qualifications and training on file include Bachelor of Commerce (The University of Melbourne, 2007), Advanced Diploma of Financial Services (Financial Planning) (Kaplan Higher Education Pty Ltd, 2012) and Ethics and Professionalism in Financial Advice (Kaplan Higher Education, 2020). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
James is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is James Thomas Wheatley a registered financial adviser?
Yes. James Thomas Wheatley is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001001623.
Which licensee does James Thomas Wheatley work under?
WPFP Group Pty Ltd, Australian financial services licence 526282.
What can James Thomas Wheatley 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.