Financial Adviser
· MERMAID BEACH, QLD
Justin James Wilson
No disciplinary history on record with ASIC
15
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000434510
Justin James Wilson is a financial adviser based in Mermaid Beach, Queensland, with 15 years of experience in the financial services industry. Justin is currently authorised under Core Value Fa Pty Ltd. Justin 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 Certified Financial Planner (CFP) from Financial Planning Association of Australia (FPA). Justin 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
1991
Bachelor of Economics
University of Newcastle
2012
Self Managed Superannuation Funds
Kaplan PRofessional
2013
Certified Financial Planner (CFP)
Financial Planning Association of Australia (FPA)
2016
Accredited Aged Care Professional
Aged Care Steps
2019
Tier 1 Margin Lending
Other - Kaplan Profesisonal
2025
Ethics and Professionalism in Financial Advice
Ethics - Kaplan