Lily Wiatkowski
Financial Adviser in Sydney, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001003293
- Location
- Sydney NSW 2000
- Licensee
- Mercer Financial Advice (Australia) Pty Ltd (AFSL 411766)
- Authorised since
- 12 November 2018
- First provided advice
- 2013
- Qualifications
- Diploma of Financial Services (Financial Planning), TAFE (2011); Advanced Diploma of Financial Planning, Kaplan (2016); Master of Financial Planning, University of New South Wales (2018)
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Lily Wiatkowski
On the Financial Advisers Register kept by ASIC, Lily Wiatkowski appears as a current financial adviser in Sydney, New South Wales, adviser number 001003293.
Lily provides advice as an authorised representative of Mercer Financial Advice (Australia) Pty Ltd, which holds Australian financial services licence 411766. The current authorisation started on 12 November 2018.
The register records 2013 as the year Lily first provided financial advice. Qualifications and training on file include Diploma of Financial Services (Financial Planning) (TAFE, 2011), Advanced Diploma of Financial Planning (Kaplan, 2016) and Master of Financial Planning (University of New South Wales, 2018). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
The authorisation covers advice 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 Lily Wiatkowski a registered financial adviser?
Yes. Lily Wiatkowski is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001003293.
Which licensee does Lily Wiatkowski work under?
Mercer Financial Advice (Australia) Pty Ltd, Australian financial services licence 411766.
What can Lily Wiatkowski 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.