Financial Adviser
· BRISBANE CITY, QLD
William Wilson
No disciplinary history on record with ASIC
1
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001302542
William Wilson is a financial adviser based in Brisbane City, Queensland, with 1 year of experience in the financial services industry. William is currently authorised under Jbwere Ltd. William holds authorisations to advise on superannuation, managed investments, securities and deposit products, as well as tax financial advice services (TFAS). Their qualifications include a Bachelor of Business Management from The University of Queensland.
Authorised to Advise On
Tax Financial Advice
Superannuation
Managed Investments
Securities
Deposit Products
Government Bonds
Restrictions: Superannuation - Can only advise on a person's existing holding in a superannuation product
Authorised to provide tax financial advice services
Qualifications and Training
2018
Bachelor of Business Management
The University of Queensland
2018
Bachelor of Commerce
The University of Queensland
2022
Graduate Diploma of Financial Planning
Kaplan Professional
Registration History
Superannuation - Can only advise on a person's existing holding in a superannuation product
Source: ASIC Financial Advisers Register