Financial Adviser
· MELBOURNE, VIC
William Wilson
No disciplinary history on record with ASIC
MELBOURNE,
VIC
14
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000440593
About William Wilson
William Wilson is a financial adviser based in Melbourne, Victoria, with 14 years of experience in the financial services industry since 2012. William is currently authorised under Zurich Assure Australia. William holds authorisations to advise on superannuation and life insurance, as well as tax financial advice services (TFAS). William's qualifications include a Masters of Financial Planning from Griffith University. William is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Authorised to provide tax financial advice services
Qualifications and Training
2012
Advanced Diploma of Financial Planning
Integrity Education Group
2012
Diploma of Financial Services (Financial Planning)
Integrity Education Group
2015
Graduate Certificate in Financial Planning
Griffith University
2016
Margin Lending
Integrity Education Group
2016
Self Managed Super Funds
Financial Education Professionals
2021
Masters of Financial Planning
Griffith University
Registration History
Government debentures stocks or bonds - Class of product advice only. Securities - Class of product advice only.
Authorised in MDA services, which is restricted to Limited Authority to Operate services. One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Source: ASIC Financial Advisers Register