Financial Adviser · OSBOURNE PARK, WA

Donovan Joseph Wilson

8 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 001265106

Donovan Joseph Wilson is a financial adviser based in Osbourne Park, Western Australia, with 8 years of experience in the financial services industry. Donovan is currently authorised under Fortnum Private Wealth Ltd. Donovan 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 Commerce (Economics, Legal Studies) from University of Kwazulu-Natal, South Africa. Donovan 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 Government Bonds

Restrictions: Not SMSF

Authorised to provide tax financial advice services

Qualifications and Training

2009

Bachelor of Commerce (Economics, Legal Studies)

University of Kwazulu-Natal, South Africa

2013

Postgraduate Diploma in Financial Planning

University of the Free State, South Africa

2018

Advanced Diploma of Financial Planning

Monarch Institute

2019

FPC002B Ethics and Professionalism in Financial Advice

Ethics - Kaplan Professional

Registration History

Fortnum Private Wealth Ltd

Jul 2022 - Present Current

Not SMSF

Australia And New Zealand Banking Group Limited

Jun 2018 - Jun 2020 Ceased

Government debentures stocks or bonds - Class of product advice only. Securities - Class of product advice only. SMSF restriction.

Source: ASIC Financial Advisers Register