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Helen Maree Whelan

Name
Helen Maree Whelan
ID
1255572
ABN
–
First Provided Advice
2017

Qualifications

Details on the qualifications or training courses the adviser has completed that are relevant to providing financial services

Memberships

Details of memberships of professional bodies or industry associations relevant to providing financial services

Licencee

Status
Ceased
Licence Holder
Merit Wealth Pty Ltd (#409361)
Commenced
Oct. 5, 2018
Ceased
May 31, 2021
Status
Ceased
Licence Holder
A.c.n. 155 907 681 Pty Ltd (#430062)
Commenced
June 16, 2017
Ceased
Dec. 27, 2017
Status
Ceased
Licence Holder
Climb Wealth Pty Ltd (#409424)
Commenced
Jan. 18, 2018
Ceased
July 27, 2018