Data sourced from ASIC Financial Advisers Register
Financial Adviser · UNLEY, SA

Elizabeth Wilson

14 Years experience
Tax advice
authorised
Currently at
Ri Advice Group Pty Ltd
Sydney, NSW
View firm profile
ASIC Registered · ADV 000291599

Elizabeth Wilson is a financial adviser based in Unley, South Australia, with 14 years of experience in the financial services industry. Elizabeth is currently authorised under Ri Advice Group Pty Ltd. Elizabeth 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 Graduate Diploma of Financial Planning from Kaplan Professional. Elizabeth 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 Deposit Products

Restrictions: Superannuation: Not authorised to provide SMSF advice.

Authorised to provide tax financial advice services

Qualifications and Training

2014
Diploma of Financial Planning
Kaplan Professional
2015
Securities & Managed Investments
Kaplan Professional
2023
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
2024
Graduate Diploma of Financial Planning
Kaplan Professional

Registration History

Ri Advice Group Pty Ltd
Dec 2025 - Present Current
Superannuation: Not authorised to provide SMSF advice.
Consultum Financial Advisers Pty Ltd
Apr 2022 - Nov 2025 Ceased
Advice on superannuation excludes self-managed superannuation funds
Akumin Financial Planning Pty Limited
Nov 2021 - Feb 2022 Ceased
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Consultum Financial Advisers Pty Ltd
Jun 2021 - Sep 2021 Ceased
APOGEE FINANCIAL PLANNING PTY LTD
Apr 2015 - May 2021 Ceased

Source: ASIC Financial Advisers Register