Wendy Celine

Financial Adviser

ASIC adviser number:

000406291

Qualifications and training:

2007, Diploma of Financial Services (Financial Planning), Diploma (AQF 5), Kaplan Higher Education Pty Limited
2011, Advanced Diploma of Financial Services (Financial Planning), Advanced Diploma (AQF 6), Kaplan Higher Education Pty Limited
2011, Margin Lending and Geared Investments, Other, Kaplan Higher Education Pty Limited
2023, Accredited Aged Care Professional, Other, Aged Care Steps

When adviser first provided advice:

2011

Membership of professional associations:

None

Disciplinary action by ASIC:

None

Location:

Level Ground Floor, 555 Coronation Dr
Toowong QLD 4066

AFS licence holder name:

Akumin Financial Planning Pty Limited

AFS licence number:

000232706

Licence controlled by:

Akumin Pty Ltd ~ Entireti Limited ~ Amp Advice Holdings Pty Ltd [Date Ceased: 13/12/2024] ~ Amp Group Holdings Limited [Date Ceased: 13/12/2024] ~ Amp Limited [Date Ceased: 13/12/2024] ~ Amp Holdings Pty Limited [Date Ceased: 06/10/2023] ~ Amp Wealth Management Holdings Pty Ltd [Date Ceased: 06/10/2023] ~ National Mutual Funds Management (Global) Pty Limited [Date Ceased: 06/10/2023]

It's prudent to check an adviser's latest status on ASIC's Financial Advisers Register ».