Financial Adviser · CHERMSIDE WEST, QLD

Lindsay Wilson

32 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 000248990

Lindsay Wilson is a financial adviser based in Chermside West, Queensland, with 32 years of experience in the financial services industry. Lindsay is currently authorised under Lifespan Financial Planning Pty Ltd. Lindsay 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 Diploma of Financial Planning from Financial Planning Association of Australia (FPA). Lindsay is a member of CFP - Certified Financial Planner (FPA) and Financial Advice Association of Australia (FAAA).

Authorised to Advise On

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

Restrictions: The adviser is restricted from providing personal advice on Self Managed Super Funds (SMSF)

Authorised to provide tax financial advice services

Qualifications and Training

1996

Diploma of Financial Planning

Financial Planning Association of Australia (FPA)

2001

Graduate Certificate in Commerce

University of Western Sydney

Registration History

Lifespan Financial Planning Pty Ltd

Jun 2024 - Present Current

The adviser is restricted from providing personal advice on Self Managed Super Funds (SMSF)

Hunter Green Pty Ltd

Sep 2020 - Jun 2024 Ceased

Excluding Advice regarding the establishment, administration and winding up of self-managed superannuation funds.

Akumin Financial Planning Pty Limited

Jan 2004 - Sep 2020 Ceased

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