Mervyn Richard George Wilson
Financial Adviser in Boronia, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000241865
- Location
- Boronia VIC 3155
- Licensee
- Advocate Advisory Pty. Ltd. (AFSL 405576)
- Authorised since
- 14 March 2025
- First provided advice
- 1987
- Qualifications
- Bachelor of Science, The University of Melbourne (1972); Diploma of Financial Planning, Financial Planning Association (2003); Commercial Law, Kaplan Professional (2017); DFP5v2 Tax for Financial Advising, Kaplan Professional (2017)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, retirement savings accounts
- Restriction
- Excluding Self Managed Superannuation Funds
- Tax (financial) advice
- Yes
- Register status
- Current
About Mervyn Richard George Wilson
Mervyn Richard George Wilson is a financial adviser in Boronia, Victoria, listed on the Financial Advisers Register kept by ASIC under adviser number 000241865.
The licensee Mervyn advises under is Advocate Advisory Pty. Ltd. (AFS licence 405576). The current authorisation started on 14 March 2025.
According to the register, Mervyn first provided financial advice in 1987. Qualifications and training on file include Bachelor of Science (The University of Melbourne, 1972), Diploma of Financial Planning (Financial Planning Association, 2003) and Commercial Law (Kaplan Professional, 2017).
Mervyn is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, 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: “Excluding Self Managed Superannuation Funds.”
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Questions people ask
Is Mervyn Richard George Wilson a registered financial adviser?
Yes. Mervyn Richard George Wilson is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000241865.
Which licensee does Mervyn Richard George Wilson work under?
Advocate Advisory Pty. Ltd., Australian financial services licence 405576.
What can Mervyn Richard George 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; retirement savings accounts. It also records this restriction: "Excluding Self Managed Superannuation Funds."