Financial Adviser
· SYDNEY, NSW
Stephen Alexander Wilson
No disciplinary history on record with ASIC
SYDNEY,
NSW
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001263661
About Stephen Alexander Wilson
Stephen Alexander Wilson is a financial adviser based in Sydney, New South Wales, with 8 years of experience in the financial services industry since 2018. Stephen is currently authorised under First Financial. Stephen holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Stephen's qualifications include a Master of Financial Planning from Deakin 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
2002
Bachelor of Business
University of Technology, Sydney
2016
MLC703 Principles of income tax law
Deakin University
2016
MLC707 Commercial and Corporations Law
Deakin University
2017
Master of Financial Planning
Deakin University
2018
Accredited Listed Product Adviser Program
Kaplan Professional
2018
Self Managed Superannuation Funds
Kaplan Professional
2019
RG146 Margin lending Facilities
Financial Education Professionals
2025
-FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan