Wendy Anne Plant

Name
Wendy Anne Plant
ID
242270
ABN
First Provided Advice
1998
Restrictions
Government Debentures, Stocks or Bonds: Class of product only.

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
Affinia Financial Advisers Limited (#237857)
Commenced
Sept. 1, 2017
Ceased
March 2, 2021
Status
Ceased
Licence Holder
Wealth Trail Pty Ltd (#521516)
Commenced
March 2, 2021
Ceased
March 3, 2021
Status
Ceased
Licence Holder
Wealth Trail Pty Ltd (#521516)
Commenced
March 4, 2021
Ceased
June 29, 2021
Status
Ceased
Licence Holder
Financial Services Partners Pty Limited (#237590)
Commenced
Oct. 21, 2014
Ceased
Aug. 31, 2017