Financial Adviser
· ROSEBERY, NSW
Peter Charles Wilson
No disciplinary history on record with ASIC
16
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000354873
Peter Charles Wilson is a financial adviser based in Rosebery, New South Wales, with 16 years of experience in the financial services industry. Peter is currently authorised under Weraton Consulting Pty Ltd. Peter 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 Education from SCAE. Peter 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
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
1988
Bachelor of Education
SCAE
1990
Certificate Securities Institute of Australia
SIOA
2008
Diploma of Financial Services
Kaplan
2009
Advanced Diploma of Financial Planning
Mentor Education Group
Registration History
LIBERTAS FINANCIAL PLANNING PTY LTD
THE SALISBURY GROUP PTY LTD
GWM ADVISER SERVICES PTY LTD
FINANCIAL MASTERPLAN PTY LTD
Source: ASIC Financial Advisers Register