Financial Adviser
· EAST BRISBANE, QLD
Benjamin Peter Wilson
No disciplinary history on record with ASIC
16
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000342362
Benjamin Peter Wilson is a financial adviser based in East Brisbane, Queensland, with 16 years of experience in the financial services industry. Benjamin is currently authorised under Prfp Pty Ltd. Benjamin 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 Master of Applied Finance from Kaplan Higher Education Pty Ltd. Benjamin 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
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2004
Graduate Diploma of Financial Planning
Securities Institute
2011
Margin Lending and Geared Investments
Kaplan Education Pty Limited
2011
Master of Applied Finance
Kaplan Higher Education Pty Ltd
2014
Accredited Listed Product Adviser Program
Kaplan Education Pty Limited
2014
SMSF Managed Superannuation Funds
Kaplan Education Pty Limited
2021
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Education Pty Limited
Registration History
AIW DEALER SERVICES PTY LTD
LONSDALE FINANCIAL GROUP PTY LTD
Source: ASIC Financial Advisers Register