Data sourced from ASIC Financial Advisers Register
Financial Adviser · SYDNEY, NSW

Yvonne Wilson

12 Years experience
Tax advice
authorised
Currently at
Awm Services Pty Ltd
Sydney, NSW
View firm profile
ASIC Registered · ADV 000467596

Yvonne Wilson is a financial adviser based in Sydney, New South Wales, with 12 years of experience in the financial services industry. Yvonne is currently authorised under Awm Services Pty Ltd. Yvonne 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 Certified Financial Planner from Financial Planning Association of Australia (FPA).

Authorised to Advise On

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

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

Authorised to provide tax financial advice services

Qualifications and Training

2006
Bachelor of Business (Law)
Monash University
2008
Diploma of Financial Services (Financial Planning)
Finsia
2016
Advanced Diploma of Financial Planning
Kaplan Higher Education Pty Limited
2018
Certificate IV in Finance and Mortgage Broking
Integrity Education Group
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Limited
2023
Certified Financial Planner
Financial Planning Association of Australia (FPA)

Registration History

Awm Services Pty Ltd
Nov 2021 - Present Current
One off licensee approval is required for all products which are not on the approved product list.
Psk Advisory Services Pty Ltd
Oct 2020 - Dec 2021 Ceased
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Akumin Financial Planning Pty Limited
Jun 2018 - Dec 2020 Ceased
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Akumin Financial Planning Pty Limited
Oct 2014 - Jun 2018 Ceased
Authorised in MDA services, which is restricted to Limited Authority to Operate services.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