Financial Adviser
· SYDNEY, NSW
David Wilson
No disciplinary history on record with ASIC
18
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001238966
David Wilson is a financial adviser based in Sydney, New South Wales, with 18 years of experience in the financial services industry. David is currently authorised under Mercury Private Pty Ltd. David 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 Sience in Management Sciences with the Diploma in Professional Studies from Loughborough University.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1999
Bachelor of Sience in Management Sciences with the Diploma in Professional Studies
Loughborough University
2008
RG 146
Financial Education Profesionals
2014
Certificate IV in Finance and Mortgage Broking
Kaplan Professional
2014
Diploma of Financial Planning
Kaplan Professional
2015
Tax for Financial Advising
Kaplan Professional
2017
Advanced Diploma of Financial Planning
Kaplan Professional
2018
Complex Lending and Broking
Kaplan Professional
2025
Commercial Law
Kaplan Professional
Registration History
GROSVENOR FINANCIAL SERVICES PTY LIMITED
Source: ASIC Financial Advisers Register