Steve Wilson Financial Planner Report

Name:
Steve Adrian Wilson

Rep Number:
000276302

Status:
Current

First Advice:
2000

Disciplinary action:
No action

Most Recent Role:
2015-08-12 onwards

Licensee
Name:

Number:
000307248

ABN:
87 112 139 321

Controlled By:

Appointed By
Name:
Dover Financial Advisers Pty Ltd

Licence Number:
000307248

ABN:
87 112 139 321

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

Qualifications
Australian National University (ANU)
Bachelor of Economics
University of New South Wales
Graduate Diploma of Applied Taxation
Securities Institute
Graduate Diploma of Finance and Investment

Memberships
CFP - Certified Financial Planner (FPA)
Financial Planning Association of Australia (FPA)
The Tax Institute