Edward Wilmoth
Financial Adviser in Melbourne, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001001683
- Location
- Melbourne VIC 3000
- Licensee
- Togethr Financial Planning Pty Ltd (AFSL 455010)
- Authorised since
- 18 June 2014
- First provided advice
- 2012
- Qualifications
- Bachelor of Commerce, University of Melbourne (2007); Certified Financial Planner, Financial Planning Association of Australia Limited (2013); Graduate Diploma of Financial Planning, Kaplan Higher Education Pty Limited (2013); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education (2020)
- Memberships
- Association of Superannuation Funds Australia (ASFA); Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Edward Wilmoth
Edward Wilmoth is a financial adviser in Melbourne, Victoria, listed on the Financial Advisers Register kept by ASIC under adviser number 001001683.
The licensee Edward advises under is Togethr Financial Planning Pty Ltd (AFS licence 455010). That authorisation dates from 18 June 2014.
According to the register, Edward first provided financial advice in 2012. The qualifications listed for Edward include Bachelor of Commerce (University of Melbourne, 2007), Certified Financial Planner (Financial Planning Association of Australia Limited, 2013) and Graduate Diploma of Financial Planning (Kaplan Higher Education Pty Limited, 2013). Edward is recorded as a member of Association of Superannuation Funds Australia (ASFA) and Financial Advice Association of Australia (FAAA).
Edward is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Edward Wilmoth a registered financial adviser?
Yes. Edward Wilmoth is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001001683.
Which licensee does Edward Wilmoth work under?
Togethr Financial Planning Pty Ltd, Australian financial services licence 455010.
What can Edward Wilmoth 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; retirement savings accounts; standard margin lending.