EDAN WILSON

Financial Adviser ยท Coleyville, QLD

Registered

Registration Number

000344683

Registration Status

Registered

Location

Coleyville, QLD 4307

Providing Advice Since

2005

Registration Date

11/02/2010

Financial Services Licensee

PERSONAL FINANCIAL SERVICES LTD

Licence #000234459

๐Ÿ“š Qualifications & Training

2005 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Higher Education Pty Limited
2007 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Higher Education Pty Limited
2010 - Accredited Listed Product Adviser (ASX ALPA) Program - Other - Kaplan Higher Education Pty Limited
2010 - Self Managed Superannuation Funds - Other - Kaplan Higher Education Pty Limited
2020 - Margin Lending - Other - Kaplan Higher Education Pty Limited

๐Ÿข Professional Memberships

Financial Advice Association of Australia (FAAA)

โ„น๏ธ 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.