Data sourced from ASIC Financial Advisers Register
Financial Adviser · TOOWONG, QLD

Wendy Frances Celine

15 Years experience
Tax advice
authorised
Currently at
Akumin Financial Planning Pty Limited
Sydney, NSW
View firm profile
ASIC Registered · ADV 000406291

Wendy Frances Celine is a financial adviser based in Toowong, Queensland, with 15 years of experience in the financial services industry. Wendy is currently authorised under Akumin Financial Planning Pty Limited. Wendy 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 Advanced Diploma of Financial Services (Financial Planning) from Kaplan Higher Education Pty Limited.

Authorised to Advise On

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

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

Authorised to provide tax financial advice services

Qualifications and Training

2007
Diploma of Financial Services (Financial Planning)
Kaplan Higher Education Pty Limited
2011
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Higher Education Pty Limited
2011
Margin Lending and Geared Investments
Kaplan Higher Education Pty Limited
2023
Accredited Aged Care Professional
Aged Care Steps

Registration History

Akumin Financial Planning Pty Limited
Feb 2023 - Present Current
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Horsey Jameson Bird Pty. Ltd.
Jun 2011 - Apr 2022 Ceased
Nil

Source: ASIC Financial Advisers Register