Donovan Joseph Wilson
Financial Adviser in Osbourne Park, Western Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001265106
- Location
- Osbourne Park WA 6017
- Licensee
- Fortnum Private Wealth Ltd (AFSL 357306)
- Authorised since
- 11 July 2022
- First provided advice
- 2018
- Qualifications
- Bachelor of Commerce (Economics, Legal Studies), University of Kwazulu-Natal, South Africa (2009); Postgraduate Diploma in Financial Planning, University of the Free State, South Africa (2013); Advanced Diploma of Financial Planning, Monarch Institute (2018); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Professional (2019)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts
- Restriction
- Not SMSF
- Tax (financial) advice
- Yes
- Register status
- Current
About Donovan Joseph Wilson
Donovan Joseph Wilson is a financial adviser in Osbourne Park, Western Australia, listed on the Financial Advisers Register kept by ASIC under adviser number 001265106.
The licensee Donovan advises under is Fortnum Private Wealth Ltd (AFS licence 357306). That authorisation dates from 11 July 2022.
According to the register, Donovan first provided financial advice in 2018. Qualifications and training on file include Bachelor of Commerce (Economics, Legal Studies) (University of Kwazulu-Natal, South Africa, 2009), Postgraduate Diploma in Financial Planning (University of the Free State, South Africa, 2013) and Advanced Diploma of Financial Planning (Monarch Institute, 2018). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation, managed investment schemes, life risk insurance, life investment products, deposit and payment products and government debentures, stocks and bonds, among 7 product areas in total. The register also shows that tax (financial) advice services can be provided.
A further restriction is recorded on the register: “Not SMSF.”
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Questions people ask
Is Donovan Joseph Wilson a registered financial adviser?
Yes. Donovan Joseph Wilson is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001265106.
Which licensee does Donovan Joseph Wilson work under?
Fortnum Private Wealth Ltd, Australian financial services licence 357306.
What can Donovan Joseph Wilson give advice on?
The register lists these advice areas: superannuation; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts. It also records this restriction: "Not SMSF."