Financial Adviser
· EDGECLIFF, NSW
Brent Daniel Wilson
No disciplinary history on record with ASIC
16
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000376029
Brent Daniel Wilson is a financial adviser based in Edgecliff, New South Wales, with 16 years of experience in the financial services industry. Brent is currently authorised under Bongiorno Wealth Management Pty Ltd. Brent 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 Commerce (Finance) from University of Wollongong.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2014
Bachelor of Commerce (Finance)
University of Wollongong
2023
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited
Registration History
Superannuation does not include SMSF's
Government Debentures, Stocks or Bonds: class of product only. Managed Investments: within Superannuation only - IDPS excluded. Securities: class of product only. Not authorised to provide SMSF advice.
Source: ASIC Financial Advisers Register