Wilson Ter
Financial Adviser in Camberwell, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000464408
- Location
- Camberwell VIC 3124
- Licensee
- Financial Foundations Australia Pty. Ltd. (AFSL 237439)
- Authorised since
- 1 February 2021
- First provided advice
- 2014
- Qualifications
- Bachelor of Commerce, Monash University (2009); Graduate Certificate- Applied Finance, Kaplan Higher Education (2013); Graduate Diploma in Financial Planning, Kaplan Higher Education (2013); Certified Financial Planner, Financial Advice Association of Australia (2014)
- 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 Wilson Ter
Wilson Ter is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Camberwell, Victoria (adviser number 000464408).
Advice is given under the Australian financial services licence of Financial Foundations Australia Pty. Ltd., licence number 237439. That authorisation dates from 1 February 2021.
According to the register, Wilson first provided financial advice in 2014. Qualifications and training on file include Bachelor of Commerce (Monash University, 2009), Graduate Certificate- Applied Finance (Kaplan Higher Education, 2013) and Graduate Diploma in Financial Planning (Kaplan Higher Education, 2013). Wilson is recorded as a member of 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 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 Wilson Ter a registered financial adviser?
Yes. Wilson Ter is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000464408.
Which licensee does Wilson Ter work under?
Financial Foundations Australia Pty. Ltd., Australian financial services licence 237439.
What can Wilson Ter 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.