Financial Adviser
· GEELONG, VIC
Wendy Sue Roper
No disciplinary history on record with ASIC
GEELONG,
VIC
32
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001002579
About Wendy Sue Roper
Wendy Sue Roper is a financial adviser based in Geelong, Victoria, with 32 years of experience in the financial services industry since 1994. Wendy is currently authorised under Bridges Financial Services. Wendy holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Wendy's qualifications include a Certified Financial Planner (CFP) from Financial Planning Association of Australia Ltd. Wendy is a member of CPA Australia (CPA) and Financial Advice Association of Australia (FAAA).
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
1992
Bachelor of Business
Monash University
1997
Certified Practicing Accountant (CPA)
CPA Australia
1999
8 units Diploma of Financial Planning
Financial Planning Association of Australia Ltd
1999
Certified Financial Planner (CFP)
Financial Planning Association of Australia Ltd
2011
FNSASICR503A Provide advice in Margin Lending
GWM Adviser Services Ltd trading as Advice Education
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Education Pty Ltd