Wendy Jane Wallace
Financial Adviser in Moorabbin, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000384387
- Location
- Moorabbin VIC 3189
- Licensee
- Gild Wealth Pty Ltd (AFSL 222154)
- Authorised since
- 15 February 2016
- First provided advice
- 2007
- Qualifications
- Bachelor of Arts (Accountancy), London Guildhall University (1997); Advanced Deploma of Financial Services (Financial Planning), Kaplan Professional Education (2012); Self Managed Superannuation Funds, Kaplan Professional Education (2013); Ethics and Professionalism in Financial Advice, Kaplan (2022)
- 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 Wendy Jane Wallace
On the Financial Advisers Register kept by ASIC, Wendy Jane Wallace appears as a current financial adviser in Moorabbin, Victoria, adviser number 000384387.
Wendy provides advice as an authorised representative of Gild Wealth Pty Ltd, which holds Australian financial services licence 222154. That authorisation dates from 15 February 2016.
According to the register, Wendy first provided financial advice in 2007. Qualifications and training on file include Bachelor of Arts (Accountancy) (London Guildhall University, 1997), Advanced Deploma of Financial Services (Financial Planning) (Kaplan Professional Education, 2012) and Self Managed Superannuation Funds (Kaplan Professional Education, 2013). Wendy is recorded as a member of Financial Advice Association of Australia (FAAA).
The authorisation covers advice 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 Wendy Jane Wallace a registered financial adviser?
Yes. Wendy Jane Wallace is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000384387.
Which licensee does Wendy Jane Wallace work under?
Gild Wealth Pty Ltd, Australian financial services licence 222154.
What can Wendy Jane Wallace 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.