Stephen Wilson Financial Planner Report

Name:
Stephen Charles Wilson

Rep Number:
000274425

Status:
Current

First Advice:
1999

Disciplinary action:
No action

Most Recent Role:
2014-04-07 onwards

Licensee
Name:

Number:
000331367

ABN:
89 133 593 012

Controlled By:

Appointed By
Name:
Clearview Financial Advice Pty Ltd

Licence Number:
000331367

ABN:
89 133 593 012

May advise on following product areas:
Non-basic Deposit Products
Derivatives
Foreign Exchange Contracts
Government Debentures, Stocks or Bonds
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
Retirement Savings Account Products
Securities
Superannuation

Qualifications
Integratec
Diploma of Financial Planning (DFP1-4)
Integratec
Estate Planning
Integratec
Investment Planning 2

Memberships
Association of Financial Advisers (AFA)