Financial Adviser
· CLEVELAND, QLD
Stephen Charles Wilson
No disciplinary history on record with ASIC
27
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000274425
Stephen Charles Wilson is a financial adviser based in Cleveland, Queensland, with 27 years of experience in the financial services industry. Stephen is currently authorised under Harbourside Wm Group Pty Ltd. Stephen 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 (DFP1-4) from Integratec (Aust). Stephen is a member of 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
Authorised to provide tax financial advice services
Qualifications and Training
2003
Estate Planning
Integratec (Aust)
2004
Diploma of Financial Planning (DFP1-4)
Integratec (Aust)
2005
Investment Planning 2
Integratec (Aust)
2020
Self Managed Superannuation Funds
Kaplan Professional
Registration History
This authorised representative is only authorised to give class of product advice in relation to Securities.
This authorised representative is only authorised to give class of product advice in relation to Securities and is not authorised to give advice in Self-Managed Superannuation Funds (SMSFs).
A.C.N. 133 593 012 PTY LTD
Excludes SMSF
Source: ASIC Financial Advisers Register