Financial Adviser · ENGADINE, NSW

Gordon John Wilson

19 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 000319976

Gordon John Wilson is a financial adviser based in Engadine, New South Wales, with 19 years of experience in the financial services industry. Gordon is currently authorised under Akumin Financial Planning Pty Limited. Gordon 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 Advanced Diploma of Financial Planning from International Institute of Technology Pty Ltd (IIT).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds Margin Lending

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

2007

Diploma of Financial Services (Financial Planning)

AMP Limited

2008

Certificate IV Financial Services (Finance/Mortgage Broking)

Traineeship Management Australia (TMA)

2009

Self Managed Superannuation Funds

Kaplan Higher Education Pty Limited

2011

Margin Lending and Geared Investments

Kaplan Higher Education Pty Limited

2013

Diploma of Finance and Mortgage Broking Management

Intellitrain Pty Ltd

2015

Advanced Diploma of Financial Planning

International Institute of Technology Pty Ltd (IIT)

Registration History

Akumin Financial Planning Pty Limited

Nov 2007 - Present Current

One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Source: ASIC Financial Advisers Register