SAMUEL WILSON
Financial Adviser · Carindale, QLD
📚 Qualifications & Training
2008 - Bachelor of Business - Bachelor Degree (AQF 7) - University of the Sunshine Coast
2010 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Higher Education
2010 - Margin Lending and Geared Investments - Other - Kaplan Higher Education
2021 - Accredited Listed Product Adviser Program - Other - Kaplan Higher Education
🏢 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.