Samuel Wilson
Financial Adviser in Carindale, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000378093
- Location
- Carindale QLD 4152
- Licensee
- Count Financial Limited (AFSL 227232)
- Authorised since
- 3 August 2010
- First provided advice
- 2010
- Qualifications
- Bachelor of Business, University of the Sunshine Coast (2008); Diploma of Financial Services (Financial Planning), Kaplan Higher Education (2010); Margin Lending and Geared Investments, Kaplan Higher Education (2010); Accredited Listed Product Adviser Program, Kaplan Higher Education (2021)
- 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 Samuel Wilson
On the Financial Advisers Register kept by ASIC, Samuel Wilson appears as a current financial adviser in Carindale, Queensland, adviser number 000378093.
Advice is given under the Australian financial services licence of Count Financial Limited, licence number 227232. The current authorisation started on 3 August 2010.
According to the register, Samuel first provided financial advice in 2010. The qualifications listed for Samuel include Bachelor of Business (University of the Sunshine Coast, 2008), Diploma of Financial Services (Financial Planning) (Kaplan Higher Education, 2010) and Margin Lending and Geared Investments (Kaplan Higher Education, 2010). Samuel is recorded as a member of Financial Advice Association of Australia (FAAA).
Samuel 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 Samuel Wilson a registered financial adviser?
Yes. Samuel Wilson is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000378093.
Which licensee does Samuel Wilson work under?
Count Financial Limited, Australian financial services licence 227232.
What can Samuel 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.