Financial Adviser · BRIDGETOWN, WA

Angela Gay Wheatley

BRIDGETOWN, WA

10 Years experience

Tax advice
authorised

ASIC Registered · ADV 001249092

Currently at

Politis Investment Strategies

Wickham, NSW (firm address)

View firm profile

About Angela Gay Wheatley

Angela Gay Wheatley is a financial adviser based in Bridgetown, Western Australia, with 10 years of experience in the financial services industry since 2016. Angela is currently authorised under Politis Investment Strategies. Angela holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Angela's qualifications include a Bachelor of Commerce Accounting from Curtin University of Technology. Angela is a member of CPA Australia (CPA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Deposit Products

Restrictions: Financial product advice restricted as per Notice of Authorisation and Approved Product List issued

Authorised to provide tax financial advice services

Qualifications and Training

1997

Bachelor of Commerce Accounting

Curtin University of Technology

2003

CPA Program

CPA Australia

2010

Registered Tax Agent

Tax Practitioners Board

2011

SMSF Strategies Specialist SMSF Adviser Training

Terra Cordis Pty Ltd

2018

Diploma of Financial Planning

International Institute of Technology

2025

Ethics and Professionalism in Financial Advice (FPC002B)

Ethics - Kaplan Professional

Registration History

Politis Investment Strategies Pty Ltd

Dec 2018 - Present Current

Financial product advice restricted as per Notice of Authorisation and Approved Product List issued

CPA AUSTRALIA ADVICE PTY LTD

Oct 2016 - Jun 2018 Ceased

Source: ASIC Financial Advisers Register