Lindsay Wilson
Financial Adviser in Everton Hills, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000248990
- Location
- Everton Hills QLD 4053
- Licensee
- Lifespan Financial Planning Pty Ltd (AFSL 229892)
- Authorised since
- 11 June 2024
- First provided advice
- 1994
- Qualifications
- Diploma of Financial Planning, Financial Planning Association of Australia (FPA) (1996); Graduate Certificate in Commerce, University of Western Sydney (2001)
- Memberships
- CFP - Certified Financial Planner (FPA); 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
- Restriction
- The adviser is restricted from providing personal advice on Self Managed Super Funds (SMSF)
- Tax (financial) advice
- Yes
- Register status
- Current
About Lindsay Wilson
Lindsay Wilson is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Everton Hills, Queensland (adviser number 000248990).
Advice is given under the Australian financial services licence of Lifespan Financial Planning Pty Ltd, licence number 229892. The current authorisation started on 11 June 2024.
The register records 1994 as the year Lindsay first provided financial advice. Qualifications and training on file include Diploma of Financial Planning (Financial Planning Association of Australia (FPA), 1996) and Graduate Certificate in Commerce (University of Western Sydney, 2001). Lindsay is recorded as a member of CFP – Certified Financial Planner (FPA) and Financial Advice Association of Australia (FAAA).
Lindsay 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.
A further restriction is recorded on the register: “The adviser is restricted from providing personal advice on Self Managed Super Funds (SMSF).”
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Questions people ask
Is Lindsay Wilson a registered financial adviser?
Yes. Lindsay Wilson is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000248990.
Which licensee does Lindsay Wilson work under?
Lifespan Financial Planning Pty Ltd, Australian financial services licence 229892.
What can Lindsay 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. It also records this restriction: "The adviser is restricted from providing personal advice on Self Managed Super Funds (SMSF)."