David Kean Wilson
Financial Adviser in Malvern, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001006063
- Location
- Malvern VIC 3144
- Licensee
- Steadfast Life Pty Ltd (AFSL 421904)
- Authorised since
- 1 April 2024
- First provided advice
- 1994
- Qualifications
- Bachelor of Business, Monash University (1989); Diploma of Financial Services (Financial Planning), Financial Services Training & Assessment Pty Ltd (2004)
- Advice areas
- superannuation, life risk insurance, life investment products
- Tax (financial) advice
- Yes
- Register status
- Current
About David Kean Wilson
On the Financial Advisers Register kept by ASIC, David Kean Wilson appears as a current financial adviser in Malvern, Victoria, adviser number 001006063.
Advice is given under the Australian financial services licence of Steadfast Life Pty Ltd, licence number 421904. The current authorisation started on 1 April 2024.
The register records 1994 as the year David first provided financial advice. Qualifications and training on file include Bachelor of Business (Monash University, 1989) and Diploma of Financial Services (Financial Planning) (Financial Services Training & Assessment Pty Ltd, 2004).
The authorisation covers advice on superannuation, life risk insurance and life investment products. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is David Kean Wilson a registered financial adviser?
Yes. David Kean Wilson is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001006063.
Which licensee does David Kean Wilson work under?
Steadfast Life Pty Ltd, Australian financial services licence 421904.
What can David Kean Wilson give advice on?
The register lists these advice areas: superannuation; life risk insurance; life investment products.