PETER CHARLES WILSON (Adviser# 000354873) 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 February 26, 2014.
| Register Name | Financial Advisers |
| Adviser Name | PETER CHARLES WILSON |
| Adviser Number | 000354873 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2010 |
| Financial Service (AFS) Licence |
Licence# 000442840 WERATON CONSULTING PTY LTD |
| Licence ABN | 35163027370 |
| Adviser Start Date | 2014-02-26 |
| Appointing Representative Name | WERATON CONSULTING PTY LTD |
| Appointing Representative Number | 000442840 |
| Appointing Representative ABN | 35163027370 |
| Memberships |
Association of Financial Advisers (AFA) Association of Independently Owned Financial Professionals (AIOFP) |
|
| Qualification / Degree | Institute / School |
|---|---|
| Advanced Diploma of Financial Planning | Mentor Education Group |
| Bachelor of Education | SCAE |
| Certificate Securities Institute of Australia | SIOA |
| Diploma of Financial Services | Kaplan |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000442840 | WERATON CONSULTING PTY LTD | 2014-02-26 - | WERATON CONSULTING PTY LTD |
| 000429718 | LIBERTAS FINANCIAL PLANNING PTY LTD | 2013-05-03 - 2014-02-26 | PETER CHARLES WILSON |
| 000225379 | THE SALISBURY GROUP PTY LTD | 2012-02-02 - 2013-05-03 | PETER CHARLES WILSON |
| 000230692 |
GWM ADVISER SERVICES LIMITED
Licence controlled by: NATIONAL AUSTRALIA BANK LIMITED ~ NATIONAL WEALTH MANAGEMENT SERVICES LIMITED |
2011-11-01 - 2013-02-02 | PETER CHARLES WILSON |
| 000344628 |
FINANCIAL MASTERPLAN PTY LTD
Licence controlled by: NJFAS PTY. LTD. |
2010-03-01 - 2011-11-01 | PETER CHARLES WILSON |
| Licence Name | WERATON CONSULTING PTY LTD |
| Licence Number | 000442840 |
| Licence ABN | 35163027370 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| RONNIE TSE | Weraton Consulting Pty Ltd | Current | 2018-06-20 |
| CHRISTOPHER JAMES FARLEY | Weraton Consulting Pty Ltd | Current | 2016-08-01 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| RONNIE TSE | Weraton Consulting Pty Ltd | Current | 2018-06-20 |
| CHRISTOPHER JAMES FARLEY | Weraton Consulting Pty Ltd | Current | 2016-08-01 |
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| 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.