Financial Adviser
· CAMBERWELL, VIC
Wilson Ter
No disciplinary history on record with ASIC
12
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000464408
Wilson Ter is a financial adviser based in Camberwell, Victoria, with 12 years of experience in the financial services industry since 2014. Wilson is currently authorised under Financial Foundations Australia. Wilson holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Wilson's qualifications include a Certified Financial Planner from Financial Advice Association of Australia. Wilson 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
2009
Bachelor of Commerce
Monash University
2013
Graduate Certificate- Applied Finance
Kaplan Higher Education
2013
Graduate Diploma in Financial Planning
Kaplan Higher Education
2014
Certified Financial Planner
Financial Advice Association of Australia