DAVID WILSON


Licensee: MERCURY PRIVATE PTY LTD

DAVID WILSON (Adviser# 001238966) 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 January 27, 2016.

Adviser Overview

Register Name Financial Advisers
Adviser Name DAVID WILSON
Adviser Number 001238966
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2008
Financial Service (AFS) Licence Licence# 000473466
MERCURY PRIVATE PTY LTD
Licence Controlled By Mercury Private Holdings Pty Ltd
Adviser Start Date 2016-01-27
Appointing Representative Name MERCURY PRIVATE PTY LTD
Appointing Representative Number 000473466
Memberships Financial Planning Association of Australia (FPA)

Authorisations to provide financial product advice

  • DAVID WILSON
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Government Debenture
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Managed Investment Schemes Excluding IDPS
  • ·
  • Securities
  • ·
  • Superannuation
  • ·
  • Margin Lending Facility Standard

Qualifications and training history

Qualification / Degree Institute / School
Bachelor of Management Sciences Loughborough University (UK)
Certificate IV in Finance and Mortgage Broking Kaplan
Diploma of Financial Planning Kaplan
RG146 Diploma level Tier 1 - Financial Education Professionals

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000473466 MERCURY PRIVATE PTY LTD
Licence controlled by: Mercury Private Holdings Pty Ltd
2016-01-27 - MERCURY PRIVATE PTY LTD
000236643 PERPETUAL TRUSTEE COMPANY LIMITED
Licence controlled by: PERPETUAL LIMITED
2011-02-08 - 2015-07-03
000238853 GROSVENOR FINANCIAL SERVICES PTY LIMITED 2008-02-14 - 2011-02-07

Licensee Information

Licence Name MERCURY PRIVATE PTY LTD
Licence Number 000473466

Competitor

Search similar business entities

Improve Information

Please comment or provide details below to improve the information on .

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.