Will Wilson Financial Planner Report

Name:
Will Wilson

Rep Number:
000440593

Status:
Current

First Advice:
2012

Disciplinary action:
No action

Most Recent Role:
2016-10-14 onwards

Licensee

Appointed By
Name:
Australia And New Zealand Banking Group Limited

Licence Number:
000234527

ABN:
11 005 357 522

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
Kaplan Professional
FNS40811 Certificate IV in Finance and Mortgage Broking
Integrity Education Group
FNS50804 Diploma of Financial Services (Financial Planning)
Integrity Education Group
FNS60404 Advanced Diploma of Financial Services (Financial Planning)
Griffith University
Graduate Certificate in Financial Planning
Financial Education Professionals
RG146 Self Managed Superannuation Funds (SMSF)

Memberships
Financial Planning Association of Australia (FPA)