Wendy Sue Roper
Financial Adviser in Geelong, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001002579
- Location
- Geelong VIC 3220
- Licensee
- Bridges Financial Services Pty Limited (AFSL 240837)
- Authorised since
- 1 June 2021
- First provided advice
- 1994
- Qualifications
- Bachelor of Business, Monash University (1992); Certified Practicing Accountant (CPA), CPA Australia (1997); 8 units Diploma of Financial Planning, Financial Planning Association of Australia Ltd (1999); Certified Financial Planner (CFP), Financial Planning Association of Australia Ltd (1999); FNSASICR503A Provide advice in Margin Lending, GWM Adviser Services Ltd trading as Advice Education (2011); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Education Pty Ltd (2020)
- Memberships
- CPA Australia (CPA); Financial Advice Association of Australia (FAAA)
- 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 Wendy Sue Roper
On the Financial Advisers Register kept by ASIC, Wendy Sue Roper appears as a current financial adviser in Geelong, Victoria, adviser number 001002579.
The licensee Wendy advises under is Bridges Financial Services Pty Limited (AFS licence 240837). That authorisation dates from 1 June 2021.
According to the register, Wendy first provided financial advice in 1994. Qualifications and training on file include Bachelor of Business (Monash University, 1992), Certified Practicing Accountant (CPA) (CPA Australia, 1997) and 8 units Diploma of Financial Planning (Financial Planning Association of Australia Ltd, 1999). Professional memberships recorded: CPA Australia (CPA) and Financial Advice Association of Australia (FAAA).
Wendy is authorised to advise 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 Wendy Sue Roper a registered financial adviser?
Yes. Wendy Sue Roper is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001002579.
Which licensee does Wendy Sue Roper work under?
Bridges Financial Services Pty Limited, Australian financial services licence 240837.
What can Wendy Sue Roper 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.