LAUREN MAREE WILSON

Financial Adviser ยท Mitcham, VIC

Registered

Registration Number

000279333

Registration Status

Registered

Location

Mitcham, VIC 3132

Providing Advice Since

2002

Registration Date

09/08/2004

Financial Services Licensee

OZPLAN FINANCIAL SERVICES PTY LTD

Licence #000221235

๐Ÿ“š Qualifications & Training

2004 - Bachelor of Business (Financial Planning) - - Royal Melbourne Institution of Technology
2008 - Self Managed Superannuation Funds - - Kaplan
2010 - Margin Lending & Geared Investments - - Kaplan
2015 - Accredited Age Care Professional - - Age Care Steps

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.