DAVID WILSON
Financial Adviser · Sydney, NSW
📚 Qualifications & Training
1999 - Bachelor of Sience in Management Sciences with the Diploma in Professional Studies - Bachelor Degree (AQF 7) - Loughborough University
2008 - RG 146 - Diploma (AQF 5) - Financial Education Profesionals
2014 - Certificate IV in Finance and Mortgage Broking - Certificate (AQF 1-4) - Kaplan Professional
2014 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Professional
2015 - Tax for Financial Advising - Certificate (AQF 1-4) - Kaplan Professional
2017 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional
2018 - Complex Lending and Broking - Certificate (AQF 1-4) - Kaplan Professional
2025 - Commercial Law - Certificate (AQF 1-4) - Kaplan Professional
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.