Accreditations
Catherine Smith is a licenesed Financial Planner under HNW Planning (AR 280121)
WFS Canberra is an accredited Mortgage Broker under Plan Australia
One of the largest mortgage aggregators in Australia. PLAN Australia has over 2000 Members and is represented in New Zealand. It is a membership based organisation.
An association for mortgage professionals only The Professional Lenders Association Network of Australia has minimum nationally recognised education standards for membership.
All members must have completed, or be in the process of completing, the minimum education standard of Certificate IV in Financial Services (Finance/Mortgage Broking) by June 2006 (WA end Dec 2006). This is a requirement of PLAN Australia membership. See - http://www.planaustralia.com.au/
WFS Canberra Pty Ltd is licenced as a Credit Representative of IFinancial Group, sub-aggregator of Plan Australia, CRN 383673. Rekha Patel is also licenced as a Credit Representative CRN 383672.
WFS Canberra Pty Ltd is a member of COSL - Member No M0003967.
WFS Canberra Pty Ltd holds an ACT Finance Brokers Licence No 17310754.
WFS Canberra Pty Ltd trades under the trade name Wholistic Financial Solutions BRN F00134673.
WFS Canberra is also a member of NTAA (National Taxation Association of Australia)
See www.ntaa.com.au
WFS Canberra is also a member of PIAA (Property Industry Association of Australia)
WFS Canberra is also a member of SPAA (Superannuation Professionals Association of Australia)
WFS Canberra is also accredited with the MFAA
See - http://www.mfaa.com.au/
