Financial Adviser · SYDNEY, NSW

Vittoria Alexis Wheatley

17 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 000333368

Vittoria Alexis Wheatley is a financial adviser based in Sydney, New South Wales, with 17 years of experience in the financial services industry. Vittoria is currently authorised under Wheatley Wealth Management Pty Ltd. Vittoria holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Certified Financial Planner from FAAA. Vittoria is a member of CFP - Certified Financial Planner (FPA), Financial Advice Association of Australia (FAAA) and MFAA - Mortgage & Finance Association of Australia.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Government Bonds Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

2000

Bachelor of Economics

University of Sydney

2003

Graduate Diploma in Applied Finance and Investment

Securities Institute

2008

Graduate Diploma of Financial Planning

FINSIA

2011

Margin Lending and Geared Investments

Kaplan Education

2013

Certified Financial Planner

FAAA

2013

Diploma of Finance and Mortgage Broking Management

Kaplan Professional

2019

Personal Financial Planning and Management

Behavioural Finance - University of New South Wales

2021

Financial Planning Advice and Ethics

Ethics - University of New South Wales

Registration History

Wheatley Wealth Management Pty Ltd

Aug 2021 - Present Current

Akumin Financial Planning Pty Limited

Jan 2009 - Jun 2021 Ceased

One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Source: ASIC Financial Advisers Register