Roger Wilson
Financial Adviser in Melbourne, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001003095
- Location
- Melbourne VIC 3000
- Licensee
- Carnbrea & Co. Ltd. (AFSL 233763)
- Authorised since
- 29 June 2020
- First provided advice
- 2003
- Qualifications
- Bachelor of Business (Accounting), RMIT University (1995); Certified Practising Accountant (CPA), CPA Australia (2003); Master of Financial Planning, RMIT University (2009); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Professional (2020)
- Memberships
- CPA Australia (CPA)
- 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, derivatives
- Tax (financial) advice
- Yes
- Register status
- Current
About Roger Wilson
On the Financial Advisers Register kept by ASIC, Roger Wilson appears as a current financial adviser in Melbourne, Victoria, adviser number 001003095.
Advice is given under the Australian financial services licence of Carnbrea & Co. Ltd., licence number 233763. The current authorisation started on 29 June 2020.
According to the register, Roger first provided financial advice in 2003. Qualifications and training on file include Bachelor of Business (Accounting) (RMIT University, 1995), Certified Practising Accountant (CPA) (CPA Australia, 2003) and Master of Financial Planning (RMIT University, 2009). Professional memberships recorded: CPA Australia (CPA).
Roger is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 10 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Roger Wilson a registered financial adviser?
Yes. Roger Wilson is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001003095.
Which licensee does Roger Wilson work under?
Carnbrea & Co. Ltd., Australian financial services licence 233763.
What can Roger 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; derivatives.