Financial Adviser
· MITCHAM, VIC
Lauren Maree Wilson
No disciplinary history on record with ASIC
MITCHAM,
VIC
24
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000279333
About Lauren Maree Wilson
Lauren Maree Wilson is a financial adviser based in Mitcham, Victoria, with 24 years of experience in the financial services industry since 2002. Lauren is currently authorised under Ozplan Financial Services. Lauren holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Lauren's qualifications include a Bachelor of Business (Financial Planning) from Royal Melbourne Institution of Technology. Lauren is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2004
Bachelor of Business (Financial Planning)
Royal Melbourne Institution of Technology
2008
Self Managed Superannuation Funds
Kaplan
2010
Margin Lending & Geared Investments
Kaplan
2015
Accredited Age Care Professional
Age Care Steps