RENAE ANNE WILSON
Financial Adviser · Wickham, NSW
📚 Qualifications & Training
2009 - Bachelor of Commerce (Financial Accounting) - Bachelor Degree (AQF 7) - University of Newcastle
2018 - Self Managed Superannuation Fund Adviser (Personal Advice) - - Mentor Education
2019 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Mentor Education
2020 - Ethics and Professionalism in Financial Advice (FPC002B) - Bridging Course - Ethics - Kaplan Professional
2023 - Graduate Diploma of Applied Tax Law - Graduate Diploma (AQF 8) - The Tax Institute
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.