David Wilson – Financial Adviser

Adviser identifying number: 1238966
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2008

Name of the licence holder: MERCURY PRIVATE PTY LTD
Licence number: 473466
Licensee’s ABN:
Licence controlled by: Mercury Private Holdings Pty Ltd

The date the Financial Adviser commenced the appointment: 27/01/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: MERCURY PRIVATE PTY LTD
Authorised Representative identifying number: 473466
Authorised Representative’s ABN:

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:

• 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

Relevant memberships of professional bodies or industry associations: Financial Planning Association of Australia (FPA)

David Wilson is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit Products
• Government Debentures, Stocks or Bonds
• Life Products / Investment Life Insurance Products
• Life Products / Life Risk Insurance Products
• Managed Investment Schemes / Managed Investment Schemes, excluding IDPS
• Securities
• Superannuation
• Margin Lending Facility / Standard Margin Lending Facility