Financial Adviser
· MELBOURNE, VIC
Annabelle Wilson
No disciplinary history on record with ASIC
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001272817
Annabelle Wilson is a financial adviser based in Melbourne, Victoria, with 8 years of experience in the financial services industry. Annabelle is currently authorised under Godfrey Pembroke Group Pty Ltd. Annabelle 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 Laws from La Trobe University. Annabelle 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
Authorised to provide tax financial advice services
Qualifications and Training
2007
Bachelor of Laws
La Trobe University
2018
Diploma Financial Planning FNS50615
Kaplan Australia
2018
RG146 Tier 1 Margin Lending
Kaplan Australia
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan professional
2024
Graduate Diploma of Financial Planning
Kaplan Professional