Edan Wilson – Financial Adviser

Adviser identifying number: 344683
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2005

Name of the licence holder: AUSTRALIAN UNITY PERSONAL FINANCIAL SERVICES LTD
Licence number: 234459
Licensee’s ABN: 26098725145
Licence controlled by: AUSTRALIAN UNITY LIMITED

The date the Financial Adviser commenced the appointment: 11/02/2010
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: AUSTRALIAN UNITY PERSONAL FINANCIAL SERVICES LTD
Authorised Representative identifying number: 234459
Authorised Representative’s ABN: 26098725145

Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:

Address:
Contact phone number:
Working hours:

Relevant qualifications and training:

  • ASX ALPA Program – Kaplan
  • Advanced Diploma of Financial Services (Financial Planning) – Tribeca (now Kaplan)
  • Diploma of Financial Services (Finanacial Planning) – Tribeca (now Kaplan)
  • Self Managed Superannuation Funds – Kaplan

Relevant memberships of professional bodies or industry associations: Association of Financial Advisers (AFA)

Edan Wilson is authorised to provide advices on following products:

  • Deposit and Payment Products / Non-basic Deposit Products
  • Foreign Exchange Contracts
  • Life Products / Life Risk Insurance Products
  • Managed Investment Schemes / Managed Investment Schemes, including IDPS
  • Retirement Savings Account Products
  • Securities
  • Superannuation