WILSON TER

Financial Adviser · Camberwell, VIC

Registered

Registration Number

000464408

Registration Status

Registered

Location

Camberwell, VIC 3124

Providing Advice Since

2014

Registration Date

01/02/2021

Financial Services Licensee

FINANCIAL FOUNDATIONS AUSTRALIA PTY. LTD.

Licence #000237439

📚 Qualifications & Training

2009 - Bachelor of Commerce - Bachelor Degree (AQF 7) - Monash University
2013 - Graduate Certificate- Applied Finance - Graduate Certificate (AQF 8) - Kaplan Higher Education
2013 - Graduate Diploma in Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education
2014 - Certified Financial Planner - Professional Designations - Financial Advice Association of Australia

🏢 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.