Financial Adviser
· MELBOURNE, VIC
Roger Wilson
No disciplinary history on record with ASIC
MELBOURNE,
VIC
23
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001003095
About Roger Wilson
Roger Wilson is a financial adviser based in Melbourne, Victoria, with 23 years of experience in the financial services industry since 2003. Roger is currently authorised under Carnbrea & Co., operating through Carnbrea & Co. Roger holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Roger's qualifications include a Master of Financial Planning from RMIT University. Roger is a member of CPA Australia (CPA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Derivatives
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1995
Bachelor of Business (Accounting)
RMIT University
2003
Certified Practising Accountant (CPA)
CPA Australia
2009
Master of Financial Planning
RMIT University
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional