Lauren Maree Wilson
Financial Adviser in Mitcham, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000279333
- Location
- Mitcham VIC 3132
- Licensee
- Ozplan Financial Services Pty Ltd (AFSL 221235)
- Authorised since
- 9 August 2004
- First provided advice
- 2002
- Qualifications
- Bachelor of Business (Financial Planning), Royal Melbourne Institution of Technology (2004); Self Managed Superannuation Funds, Kaplan (2008); Margin Lending & Geared Investments, Kaplan (2010); Accredited Age Care Professional, Age Care Steps (2015)
- Memberships
- 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 Lauren Maree Wilson
Lauren Maree Wilson is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Mitcham, Victoria (adviser number 000279333).
The licensee Lauren advises under is Ozplan Financial Services Pty Ltd (AFS licence 221235). That authorisation dates from 9 August 2004.
According to the register, Lauren first provided financial advice in 2002. Qualifications and training on file include Bachelor of Business (Financial Planning) (Royal Melbourne Institution of Technology, 2004), Self Managed Superannuation Funds (Kaplan, 2008) and Margin Lending & Geared Investments (Kaplan, 2010). Lauren is recorded as a member of Financial Advice Association of Australia (FAAA).
Lauren 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 Lauren Maree Wilson a registered financial adviser?
Yes. Lauren Maree Wilson is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000279333.
Which licensee does Lauren Maree Wilson work under?
Ozplan Financial Services Pty Ltd, Australian financial services licence 221235.
What can Lauren Maree 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; retirement savings accounts; standard margin lending.