DAVID KEAN WILSON (Adviser# 001006063) 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 August 29, 2016.
| Register Name | Financial Advisers |
| Adviser Name | DAVID KEAN WILSON |
| Adviser Number | 001006063 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 1994 |
| Financial Service (AFS) Licence |
Licence# 000448047 AUSTRALIAN UNITY CORPORATE ADVISORY SERVICES PTY LTD |
| Licence ABN | 58131346300 |
| Adviser Start Date | 2016-08-29 |
| Appointing Representative Name | AUSTRALIAN UNITY CORPORATE ADVISORY SERVICES PTY LTD |
| Appointing Representative Number | 000448047 |
| Appointing Representative ABN | 58131346300 |
|
| Qualification / Degree | Institute / School |
|---|---|
| Bachelor of Business | Monash University |
| Bachelor of Business | Monash University |
| Diploma of Financial Services (Financial Planning) | Financial Services Training & Assessment Pty Ltd |
| Diploma of Financial Services (Financial Planning) | Financial Services Training & Assessment Pty Ltd |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000448047 | AUSTRALIAN UNITY CORPORATE ADVISORY SERVICES PTY LTD | 2016-08-29 - | AUSTRALIAN UNITY CORPORATE ADVISORY SERVICES PTY LTD |
| 000234459 |
AUSTRALIAN UNITY PERSONAL FINANCIAL SERVICES LTD
Licence controlled by: AUSTRALIAN UNITY LIMITED |
2012-06-01 - | AUSTRALIAN UNITY PERSONAL FINANCIAL SERVICES LTD |
| 000239691 | CERTAINTY FINANCIAL PTY. LTD. | 2002-10-01 - 2012-06-01 |
| Licence Name | AUSTRALIAN UNITY CORPORATE ADVISORY SERVICES PTY LTD |
| Licence Number | 000448047 |
| Licence ABN | 58131346300 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| ROBERT JOSEPH BERGIN | Australian Unity Corporate Advisory Services Pty Ltd | Current | 2015-09-04 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| ROBERT JOSEPH BERGIN | Australian Unity Corporate Advisory Services Pty Ltd | Current | 2015-09-04 |
Please comment or provide details below to improve the information on .
| 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.