Financial Adviser
· WARNERS BAY, NSW
Adele Joy Wardley
No disciplinary history on record with ASIC
10
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001242682
Adele Joy Wardley is a financial adviser based in Warners Bay, New South Wales, with 10 years of experience in the financial services industry. Adele is currently authorised under Gps Wealth Ltd. Adele 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 Bachelor of Commerce from University of Newcastle. Adele is a member of Chartered Accountants Australia and New Zealand (CA ANZ).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2006
Bachelor of Commerce
University of Newcastle
2008
Graduate Diploma (ICAA)
Chartered Accountant Australia & New Zealand (CA ANZ)
2013
SMSF Specialisation Course
UNSW Australia
2016
Diploma of Financial Planning
Kaplan Professional
2025
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education
2025
FPC003 Superannuation and Retirement Advice
Kaplan Higher Education
2025
RG146 Margin Lending
Financial Education
Registration History
Financial product advice restricted as per "Notice of Authorisation" issued
Source: ASIC Financial Advisers Register