Accreditations & Licences

'Wholistic Financial Solutions' is a Joint Venture between WFS Canberra Pty Ltd, Wholistic Financial Coaching Pty Ltd, Wholistic Property Investing Pty Ltd, Wholistic Finance Solutions Pty Ltd and Wholistic Property Management Pty Ltd


Financial Planning - Wholistic Financial Coaching Pty Ltd

Trudy Heins and Hock Liaw are Authorised Representative's of GPS Wealth Ltd AFSL 254544, Australian Credit Licence 254544, ABN 17 005 482 726


Mortgage Broking - Wholistic Finance Solutions Pty Ltd

Our Credit Licensee is:

Vow Financial Pty Ltd

ACL 390261

Broker is:

Credit Representative

Catherine Smith 

CRN 493249



Property Advice - Wholistic Property Investing Pty Ltd

Catherine Smith, Licensed Real Estate Agent (ACT) and member PIPA (Property Industry Professional Association of Australia). 

Lara Brown is a Licensed Real Estate Agent - ACT



Taxation and SMSF Services - WFS Canberra Pty Ltd

WFS Canberra is a Registered Tax Agent and a member of NTAA (National Taxation Association of Australia)



WFS Canberra has an ASIC Approved SMSF Auditors  (Pradnya Sood)



WFS Canberra is a MYOB LiveAccounts adviser


See -


WFS now has Xero Certified Advisers


My comments on the Canberra Property Market in the news.