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Financial Advisers: CARL WILSON Information

This is the detailed information about CARL WILSON, it is the Financial Advisers, its unique identifying number allocated to the credit licensee is 001000772, the year the Financial Adviser first provided advice is 1999 (YYYY), the name of the register the record belongs to Financial Advisers. This data update on: 2020-10-28 16:56:25.

Financial Adviser Number: 001000772
Financial Adviser Name: CARL WILSON
The role of the Financial Adviser: Financial Adviser
The year the Financial Adviser first provided advice: 1999
  1. Financial Adviser Status: Current
    Name of the licence holder: AVSUPER PTY LTD
    Licence Number: 000239078
    Licence ABN: 46050431797
    The date the Financial Adviser commenced the appointment: 2012-12-11
    Authorised Representative Name: AVSUPER PTY LTD
    Authorised Representative Number: 000239078
    Rep Appointed ABN: 46050431797
    Fin Life Products/Investment Life Insurance Products: 1
    Fin Life Products/Life Risk Insurance Products: 1
    Fin Managed Investment Schemes, excluding IDPS: 1
    Fin Superannuation: 1
    Fin Margin Lending Facility/Non-Standard Margin Lending Facility: 0
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Advanced Diploma of Financial Services (Financial Planning) - ThreeSixty ~ Certificate IV in Financial Services (Financial Planning Support) - ThreeSixty ~ MLC Adviser Scholarship Program - MLC
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: Association of Superannuation Funds Australia (ASFA) ~ Australian Institute of Superannuation Trustees (AIST)
  2. Financial Adviser Status: Ceased
    Name of the licence holder: AON HEWITT FINANCIAL ADVICE LIMITED
    Licence Number: 000239183
    Licence ABN: 13091225642
    The company(ies) or people who control the licensee's business: Aon plc (Ireland)
    The date the Financial Adviser commenced the appointment: 2008-01-01
    The date the Financial Adviser ceased the appointment: 2012-12-01
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Advanced Diploma of Financial Services (Financial Planning) - ThreeSixty ~ Certificate IV in Financial Services (Financial Planning Support) - ThreeSixty ~ MLC Adviser Scholarship Program - MLC
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: Association of Superannuation Funds Australia (ASFA) ~ Australian Institute of Superannuation Trustees (AIST)



Data Dictionary

The company(ies) or people who control the licensee's business: They can sometimes be a majority shareholder or able to control votes at meetings or board composition.
Disciplinary action type: Disciplinary action type. ASIC has regulatory powers in relation to financial advisers and can ban individuals from providing financial product advice.
Fin, e.g: Fin Carbon Credits/Carbon Unit, means Provide Financial Product Advice - Carbon Credits/Carbon Unit. The following logic is applied to product authorisation codes. IF Financial Adviser is authorised to provide advice on this product AND their status equals current THEN show 1 ELSE show null. Product Authorisations are for current Financial Advisers only, null values are used for ceased Financial Advisers.
If more than one entry exists they will be concatenated together and separated by a tilde.