Stephen Charles Wilson
Financial Adviser in Cleveland, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000274425
- Location
- Cleveland QLD 4163
- Licensee
- Harbourside WM Group Pty Ltd (AFSL 550872)
- Authorised since
- 23 October 2023
- First provided advice
- 1999
- Qualifications
- Estate Planning, Integratec (Aust) (2003); Diploma of Financial Planning (DFP1-4), Integratec (Aust) (2004); Investment Planning 2, Integratec (Aust) (2005); Self Managed Superannuation Funds, Kaplan Professional (2020)
- 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 Stephen Charles Wilson
Stephen Charles Wilson is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Cleveland, Queensland (adviser number 000274425).
Stephen provides advice as an authorised representative of Harbourside WM Group Pty Ltd, which holds Australian financial services licence 550872. That authorisation dates from 23 October 2023.
The register records 1999 as the year Stephen first provided financial advice. The qualifications listed for Stephen include Estate Planning (Integratec (Aust), 2003), Diploma of Financial Planning (DFP1-4) (Integratec (Aust), 2004) and Investment Planning 2 (Integratec (Aust), 2005). 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 Stephen Charles Wilson a registered financial adviser?
Yes. Stephen Charles Wilson is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000274425.
Which licensee does Stephen Charles Wilson work under?
Harbourside WM Group Pty Ltd, Australian financial services licence 550872.
What can Stephen Charles 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.