Yvonne Wilson
Financial Adviser in Sydney, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000467596
- Location
- Sydney NSW 2000
- Licensee
- Awm Services Pty Ltd (AFSL 366121)
- Authorised since
- 22 November 2021
- First provided advice
- 2014
- Qualifications
- Bachelor of Business (Law), Monash University (2006); Diploma of Financial Services (Financial Planning), Finsia (2008); Advanced Diploma of Financial Planning, Kaplan Higher Education Pty Limited (2016); Certificate IV in Finance and Mortgage Broking, Integrity Education Group (2018); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education Pty Limited (2020); Certified Financial Planner, Financial Planning Association of Australia (FPA) (2023)
- 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
- Restriction
- One off licensee approval is required for all products which are not on the approved product list.
- Tax (financial) advice
- Yes
- Register status
- Current
About Yvonne Wilson
Yvonne Wilson is a financial adviser in Sydney, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 000467596.
Yvonne provides advice as an authorised representative of Awm Services Pty Ltd, which holds Australian financial services licence 366121. That authorisation dates from 22 November 2021.
According to the register, Yvonne first provided financial advice in 2014. The qualifications listed for Yvonne include Bachelor of Business (Law) (Monash University, 2006), Diploma of Financial Services (Financial Planning) (Finsia, 2008) and Advanced Diploma of Financial Planning (Kaplan Higher Education Pty Limited, 2016).
Yvonne is authorised to advise 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.
A further restriction is recorded on the register: “One off licensee approval is required for all products which are not on the approved product list.”
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Questions people ask
Is Yvonne Wilson a registered financial adviser?
Yes. Yvonne Wilson is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000467596.
Which licensee does Yvonne Wilson work under?
Awm Services Pty Ltd, Australian financial services licence 366121.
What can Yvonne 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. It also records this restriction: "One off licensee approval is required for all products which are not on the approved product list."