PETER ROBERT WILSON


Licensee: OREANA FINANCIAL SERVICES PTY LTD

PETER ROBERT WILSON (Adviser# 000241941) is a financial adviser registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. The adviser role status is Current. The adviser start date is April 6, 2018.

Adviser Overview

Register Name Financial Advisers
Adviser Name PETER ROBERT WILSON
Adviser Number 000241941
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2002
Financial Service (AFS) Licence Licence# 000482234
OREANA FINANCIAL SERVICES PTY LTD
Adviser Start Date 2018-04-06
Appointing Representative Name OREANA FINANCIAL SERVICES PTY LTD
Appointing Representative Number 000482234
Memberships Financial Planning Association of Australia (FPA)

Authorisations to provide financial product advice

  • PETER ROBERT WILSON
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Derivative
  • ·
  • Government Debenture
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Retirement Savings Account
  • ·
  • Securities
  • ·
  • Superannuation

Qualifications and training history

Qualification / Degree Institute / School
CFP Certified Financial Planner - Deakin University
Diploma Financial Planning - Deakin University

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000482234 OREANA FINANCIAL SERVICES PTY LTD 2018-04-06 - OREANA FINANCIAL SERVICES PTY LTD
000230690 GODFREY PEMBROKE LIMITED
Licence controlled by: NATIONAL AUSTRALIA BANK LIMITED ~ NATIONAL WEALTH MANAGEMENT SERVICES LIMITED
2003-12-01 - 2018-04-06 GODFREY PEMBROKE LIMITED

Licensee Information

Licence Name OREANA FINANCIAL SERVICES PTY LTD
Licence Number 000482234

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Dataset Information


Data Provider Australian Securities and Investments Commission (ASIC), Financial Advisers Register
Jurisdiction Australia
Related Datasets Australian Businesses, Australian Companies

This dataset includes 33 thousand financial advisers registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. Australian Financial Services Licensees are required to keep the details of their financial advisers up to date on ASIC's Financial Advisers Register. Each financial adviser is registered with name, number, role status, ABN, first advice year, licence name and number, licence ABN, adviser start date and end date, appointing representative, disciplinary action, product authorisations, qualifications and training, memberships, etc.