David Wilson
Financial Adviser in Sydney, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001238966
- Location
- Sydney NSW 2000
- Licensee
- Mercury Private Pty Ltd (AFSL 473466)
- Authorised since
- 27 January 2016
- First provided advice
- 2008
- Qualifications
- Bachelor of Sience in Management Sciences with the Diploma in Professional Studies, Loughborough University (1999); RG 146, Financial Education Profesionals (2008); Certificate IV in Finance and Mortgage Broking, Kaplan Professional (2014); Diploma of Financial Planning, Kaplan Professional (2014); Tax for Financial Advising, Kaplan Professional (2015); Advanced Diploma of Financial Planning, Kaplan Professional (2017); Complex Lending and Broking, Kaplan Professional (2018); Commercial Law, Kaplan Professional (2025)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About David Wilson
David Wilson is a financial adviser in Sydney, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 001238966.
David provides advice as an authorised representative of Mercury Private Pty Ltd, which holds Australian financial services licence 473466. The current authorisation started on 27 January 2016.
The register records 2008 as the year David first provided financial advice. Qualifications and training on file include Bachelor of Sience in Management Sciences with the Diploma in Professional Studies (Loughborough University, 1999), RG 146 (Financial Education Profesionals, 2008) and Certificate IV in Finance and Mortgage Broking (Kaplan Professional, 2014).
David is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is David Wilson a registered financial adviser?
Yes. David Wilson is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001238966.
Which licensee does David Wilson work under?
Mercury Private Pty Ltd, Australian financial services licence 473466.
What can David Wilson give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; standard margin lending.