Data sourced from ASIC Financial Advisers Register
Financial Adviser · IPSWICH, QLD

Edan Wilson

21 Years experience
Tax advice
authorised
Currently at
Akumin Financial Planning Pty Limited
Sydney, NSW
View firm profile
ASIC Registered · ADV 000344683

Edan Wilson is a financial adviser based in Ipswich, Queensland, with 21 years of experience in the financial services industry. Edan is currently authorised under Akumin Financial Planning Pty Limited. Edan 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 Advanced Diploma of Financial Services (Financial Planning) from Kaplan Higher Education Pty Limited. Edan 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

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

Authorised to provide tax financial advice services

Qualifications and Training

2005
Diploma of Financial Services (Financial Planning)
Kaplan Higher Education Pty Limited
2007
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Higher Education Pty Limited
2010
Accredited Listed Product Adviser (ASX ALPA) Program
Kaplan Higher Education Pty Limited
2010
Self Managed Superannuation Funds
Kaplan Higher Education Pty Limited
2020
Margin Lending
Kaplan Higher Education Pty Limited

Registration History

Akumin Financial Planning Pty Limited
Feb 2026 - Present Current
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Personal Financial Services Ltd
Feb 2010 - Feb 2026 Ceased

Source: ASIC Financial Advisers Register