Vittoria Alexis Wheatley
Financial Adviser in Sydney, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000333368
- Location
- Sydney NSW 2000
- Licensee
- Wheatley Wealth Management Pty Ltd (AFSL 532426)
- Authorised since
- 16 August 2021
- First provided advice
- 2009
- Qualifications
- Bachelor of Economics, University of Sydney (2000); Graduate Diploma in Applied Finance and Investment, Securities Institute (2003); Graduate Diploma of Financial Planning, FINSIA (2008); Margin Lending and Geared Investments, Kaplan Education (2011); Certified Financial Planner, FAAA (2013); Diploma of Finance and Mortgage Broking Management, Kaplan Professional (2013); Personal Financial Planning and Management, University of New South Wales (2019); Financial Planning Advice and Ethics, University of New South Wales (2021)
- Memberships
- CFP – Certified Financial Planner (FPA); Financial Advice Association of Australia (FAAA); MFAA - Mortgage & Finance Association of Australia
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Vittoria Alexis Wheatley
On the Financial Advisers Register kept by ASIC, Vittoria Alexis Wheatley appears as a current financial adviser in Sydney, New South Wales, adviser number 000333368.
Advice is given under the Australian financial services licence of Wheatley Wealth Management Pty Ltd, licence number 532426. The current authorisation started on 16 August 2021.
The register records 2009 as the year Vittoria first provided financial advice. Qualifications and training on file include Bachelor of Economics (University of Sydney, 2000), Graduate Diploma in Applied Finance and Investment (Securities Institute, 2003) and Graduate Diploma of Financial Planning (FINSIA, 2008). Professional memberships recorded: CFP – Certified Financial Planner (FPA), Financial Advice Association of Australia (FAAA) and MFAA – Mortgage & Finance Association of Australia.
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and government debentures, stocks and bonds, 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 Vittoria Alexis Wheatley a registered financial adviser?
Yes. Vittoria Alexis Wheatley is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000333368.
Which licensee does Vittoria Alexis Wheatley work under?
Wheatley Wealth Management Pty Ltd, Australian financial services licence 532426.
What can Vittoria Alexis Wheatley give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending.