Financial Adviser · MOORABBIN, VIC

Wendy Jane Wallace

MOORABBIN, VIC

19 Years experience

Tax advice
authorised

ASIC Registered · ADV 000384387

Currently at

Gild Wealth

Moorabbin, VIC (firm address)

View firm profile

Wendy Jane Wallace is a financial adviser based in Moorabbin, Victoria, with 19 years of experience in the financial services industry since 2007. Wendy is currently authorised under Gild Wealth. Wendy holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Wendy's qualifications include a Bachelor of Arts (Accountancy) from London Guildhall University. Wendy is a member of Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds

Authorised to provide tax financial advice services

Qualifications and Training

1997

Bachelor of Arts (Accountancy)

London Guildhall University

2012

Advanced Deploma of Financial Services (Financial Planning)

Kaplan Professional Education

2013

Self Managed Superannuation Funds

Kaplan Professional Education

2022

Ethics and Professionalism in Financial Advice

Ethics - Kaplan

Registration History

Gild Wealth Pty Ltd

Feb 2016 - Present Current

MAGNITUDE GROUP PTY LTD

Sep 2014 - Dec 2015 Ceased

SECURITOR FINANCIAL GROUP PTY LIMITED

Sep 2012 - Mar 2014 Ceased

APS MELB PTY LTD

Oct 2010 - Sep 2012 Ceased

Source: ASIC Financial Advisers Register