CRAIG DENZIL WILSON

Licensee: LIFESPAN FINANCIAL PLANNING PTY LTD

CRAIG DENZIL WILSON (Adviser# 000248731) 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 15, 2017.

Adviser Overview

Register Name Financial Advisers
Adviser Name CRAIG DENZIL WILSON
Adviser Number 000248731
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser ABN 40029482903
Adviser First Advice Year 1999
Financial Service (AFS) Licence Licence# 000229892
LIFESPAN FINANCIAL PLANNING PTY LTD
Licence ABN 23065921735
Licence Controlled By Castleguard Trust
Adviser Start Date 2017-08-15
Appointing Representative Name LIFESPAN FINANCIAL PLANNING PTY LTD
Appointing Representative Number 000229892
Appointing Representative ABN 23065921735
Memberships Financial Planner AFP (FPA)

Authorisations to provide financial product advice

  • CRAIG DENZIL WILSON
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Deposit Payment Non Cash Deposit
  • ·
  • Government Debenture
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Managed Investment Schemes MDA Service
  • ·
  • Retirement Savings Account
  • ·
  • Securities
  • ·
  • Superannuation
  • ·
  • Derivative Old Law Securities Options

Qualifications and training history

Qualification / Degree Institute / School
Certificate IV Finance Services Kaplan Professional
Diploma of Financial Planning FPA Australia

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000229892 LIFESPAN FINANCIAL PLANNING PTY LTD
Licence controlled by: Castleguard Trust
2017-08-15 - LIFESPAN FINANCIAL PLANNING PTY LTD
000232705 HILLROSS FINANCIAL SERVICES LIMITED
Licence controlled by: AMP ADVICE HOLDINGS PTY LTD ~ AMP LIMITED [Date Ceased: 27/02/2016]
2016-05-10 - 2017-02-13 HILLROSS FINANCIAL SERVICES LIMITED
000229892 LIFESPAN FINANCIAL PLANNING PTY LTD
Licence controlled by: Castleguard Trust
2013-05-02 - 2016-05-05 LIFESPAN FINANCIAL PLANNING PTY LTD
000237857 AFFINIA FINANCIAL ADVISERS LIMITED 2012-05-25 - 2013-05-01 CRAIG DENZIL WILSON
000229892 LIFESPAN FINANCIAL PLANNING PTY LTD
Licence controlled by: Castleguard Trust
2009-10-27 - 2012-05-25 CRAIG DENZIL WILSON

Licensee Information

Licence Name LIFESPAN FINANCIAL PLANNING PTY LTD
Licence Number 000229892
Licence ABN 23065921735

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
GLENN ANDREW MALKIEWICZ Lifespan Financial Planning Pty Ltd Current 2018-08-07
JOSEPH BYLHOUWER Lifespan Financial Planning Pty Ltd Current 2018-07-24
OLIVER ALWAR Lifespan Financial Planning Pty Ltd Current 2018-07-11
MATTHEW PETER RHEINBERGER Lifespan Financial Planning Pty Ltd Current 2018-07-11
IAN NICHOLAS RITCHIE Lifespan Financial Planning Pty Ltd Current 2018-07-06
CHARLES PILLAY Lifespan Financial Planning Pty Ltd Current 2018-07-06
JANET LESLEY BUTLER Lifespan Financial Planning Pty Ltd Current 2018-07-06
FIONA BATEMAN Lifespan Financial Planning Pty Ltd Current 2018-07-06
ERIN MICHELLE PRESS Lifespan Financial Planning Pty Ltd Current 2018-07-06
TONINO FALZARANO Lifespan Financial Planning Pty Ltd Current 2018-07-06

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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.