Financial Adviser
· BORONIA, VIC
Mervyn Richard George Wilson
No disciplinary history on record with ASIC
39
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000241865
Mervyn Richard George Wilson is a financial adviser based in Boronia, Victoria, with 39 years of experience in the financial services industry. Mervyn is currently authorised under Advocate Advisory Pty. Ltd.. Mervyn 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 Bachelor of Science from The University of Melbourne.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Restrictions: Excluding Self Managed Superannuation Funds
Authorised to provide tax financial advice services
Qualifications and Training
1972
Bachelor of Science
The University of Melbourne
2003
Diploma of Financial Planning
Financial Planning Association
2017
Commercial Law
Kaplan Professional
2017
DFP5v2 Tax for Financial Advising
Kaplan Professional
Registration History
Excluding Self Managed Superannuation Funds
Source: ASIC Financial Advisers Register