William Wilson
Financial Adviser in Melbourne, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000440593
- Location
- Melbourne VIC 3000
- Licensee
- Zurich Assure Australia Pty Limited (AFSL 538863)
- Authorised since
- 1 February 2023
- First provided advice
- 2012
- Qualifications
- Advanced Diploma of Financial Planning, Integrity Education Group (2012); Diploma of Financial Services (Financial Planning), Integrity Education Group (2012); Graduate Certificate in Financial Planning, Griffith University (2015); Margin Lending, Integrity Education Group (2016); Self Managed Super Funds, Financial Education Professionals (2016); Masters of Financial Planning, Griffith University (2021)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, life risk insurance
- Tax (financial) advice
- Yes
- Register status
- Current
About William Wilson
William Wilson is a financial adviser in Melbourne, Victoria, listed on the Financial Advisers Register kept by ASIC under adviser number 000440593.
William provides advice as an authorised representative of Zurich Assure Australia Pty Limited, which holds Australian financial services licence 538863. That authorisation dates from 1 February 2023.
The register records 2012 as the year William first provided financial advice. The qualifications listed for William include Advanced Diploma of Financial Planning (Integrity Education Group, 2012), Diploma of Financial Services (Financial Planning) (Integrity Education Group, 2012) and Graduate Certificate in Financial Planning (Griffith University, 2015). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation and life risk insurance. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is William Wilson a registered financial adviser?
Yes. William Wilson is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000440593.
Which licensee does William Wilson work under?
Zurich Assure Australia Pty Limited, Australian financial services licence 538863.
What can William Wilson give advice on?
The register lists these advice areas: superannuation; life risk insurance.