YVONNE WILSON
Financial Adviser · St Leonards, NSW
📚 Qualifications & Training
2006 - Bachelor of Business (Law) - Bachelor Degree (AQF 7) - Monash University
2008 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Finsia
2016 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Higher Education Pty Limited
2018 - Certificate IV in Finance and Mortgage Broking - Certificate (AQF 1-4) - Integrity Education Group
2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education Pty Limited
2023 - Certified Financial Planner - Professional Designations - Financial Planning Association of Australia (FPA)
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.