Financial Adviser
· SYDNEY, NSW
Elizabeth Maree Wheatley
No disciplinary history on record with ASIC
25
Years experience
ASIC Registered · ADV 001253047
Elizabeth Maree Wheatley is a financial adviser based in Sydney, New South Wales, with 25 years of experience in the financial services industry. Elizabeth is currently authorised under Perpetual Trustee Company Limited. Elizabeth holds authorisations to advise on superannuation, life insurance investments, managed investments and securities. Their qualifications include a Master of Financial Planning from Kaplan.
Authorised to Advise On
Superannuation
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Qualifications and Training
1994
Bachelor of Commerce
University of Canberra
2003
Graduate Diploma of Applied Finance and Investmen
Securities Institute
2016
Diploma of Financial Planning
Kaplan
2021
Graduate Diploma of Financial Planning
Kaplan
2022
Master of Financial Planning
Kaplan