Financial Adviser
· BYRON BAY, NSW
Robert Wilson
No disciplinary history on record with ASIC
12
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000449860
Robert Wilson is a financial adviser based in Byron Bay, New South Wales, with 12 years of experience in the financial services industry. Robert is currently authorised under Gallagher Benefit Services Pty Ltd. Robert holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Bachelor of Business from University of Technology Sydney. Robert is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2005
Bachelor of Business
University of Technology Sydney
2012
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited
2020
Financial Adviser Exam
FASEA
2025
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Limited
Registration History
VIAFGA PTY LTD
APOGEE FINANCIAL PLANNING PTY LTD
Source: ASIC Financial Advisers Register