Financial Adviser
· SYDNEY, NSW
Mitchell Stephen Wilson
No disciplinary history on record with ASIC
1
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001310146
Mitchell Stephen Wilson is a financial adviser based in Sydney, New South Wales, with 1 year of experience in the financial services industry. Mitchell is currently authorised under Fish Tacos Pty Ltd. Mitchell 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 Graduate Diploma of Financial Planning from Swinburne University of Technology.
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
2022
Graduate Diploma of Financial Planning
Swinburne University of Technology
2023
Accredited Listed Product Adviser Program
Kaplan Professional
2024
Margin Lending Specialist
Kaplan Professional
2024
SMSF Regulations and Taxation
Kaplan Professional
Registration History
Source: ASIC Financial Advisers Register