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