BENJAMIN PETER WILSON
Financial Adviser · South Brisbane, QLD
📚 Qualifications & Training
2004 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Securities Institute
2011 - Margin Lending and Geared Investments - - Kaplan Education Pty Limited
2011 - Master of Applied Finance - - Kaplan Higher Education Pty Ltd
2014 - Accredited Listed Product Adviser Program - - Kaplan Education Pty Limited
2014 - SMSF Managed Superannuation Funds - - Kaplan Education Pty Limited
2021 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Education Pty Limited
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
ℹ️ What is a Financial Adviser?
A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.
Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.
Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.