Wendy Frances Celine
Financial Adviser in Toowong, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000406291
- Location
- Toowong QLD 4066
- Licensee
- Akumin Financial Planning Pty Limited (AFSL 232706)
- Authorised since
- 10 February 2023
- First provided advice
- 2011
- Qualifications
- Diploma of Financial Services (Financial Planning), Kaplan Higher Education Pty Limited (2007); Advanced Diploma of Financial Services (Financial Planning), Kaplan Higher Education Pty Limited (2011); Margin Lending and Geared Investments, Kaplan Higher Education Pty Limited (2011); Accredited Aged Care Professional, Aged Care Steps (2023)
- 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, derivatives
- Restriction
- One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
- Tax (financial) advice
- Yes
- Register status
- Current
About Wendy Frances Celine
Wendy Frances Celine is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Toowong, Queensland (adviser number 000406291).
Advice is given under the Australian financial services licence of Akumin Financial Planning Pty Limited, licence number 232706. That authorisation dates from 10 February 2023.
The register records 2011 as the year Wendy first provided financial advice. The qualifications listed for Wendy include Diploma of Financial Services (Financial Planning) (Kaplan Higher Education Pty Limited, 2007), Advanced Diploma of Financial Services (Financial Planning) (Kaplan Higher Education Pty Limited, 2011) and Margin Lending and Geared Investments (Kaplan Higher Education Pty Limited, 2011).
Wendy is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
The register adds a condition to this authorisation: “One off licensee approval is required for all products which are either not on the approved product list or Derivatives.”
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Questions people ask
Is Wendy Frances Celine a registered financial adviser?
Yes. Wendy Frances Celine is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000406291.
Which licensee does Wendy Frances Celine work under?
Akumin Financial Planning Pty Limited, Australian financial services licence 232706.
What can Wendy Frances Celine 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; derivatives. It also records this restriction: "One off licensee approval is required for all products which are either not on the approved product list or Derivatives."