Andrew Wawn – Financial Adviser

Adviser identifying number: 1000434
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2006

Name of the licence holder: WILSONS ADVISORY AND STOCKBROKING LIMITED
Licence number: 238375
Licensee’s ABN: 68010529665
Licence controlled by: PINNACLE INVESTMENT MANAGEMENT GROUP LIMITED [Date Ceased: 29/02/2016] ~ WILSONS HOLDING COMPANY PTY LTD

The date the Financial Adviser commenced the appointment: 04/07/2011
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: WILSONS ADVISORY AND STOCKBROKING LIMITED
Authorised Representative identifying number: 238375
Authorised Representative’s ABN: 68010529665

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:

  • Examining investment structures – Kaplan
  • Is margin Lending still worthwhile – Kaplan
  • Key supperanuation issues to discuss with clients – Kaplan
  • Spotlight on domestic and global equities – Kaplan
  • Understanding geared investment – Kaplan

Relevant memberships of professional bodies or industry associations:

Andrew Wawn is authorised to provide advices on following products:

  • Deposit and Payment Products / Non-basic Deposit Products
  • Government Debentures, Stocks or Bonds
  • Managed Investment Schemes / Managed Investment Schemes, including IDPS
  • Securities
  • Superannuation