Financial Adviser · MALVERN, VIC

David Kean Wilson

MALVERN, VIC

32 Years experience

Tax advice
authorised

ASIC Registered · ADV 001006063

Currently at

Steadfast Life

Surry Hills, NSW (firm address)

View firm profile

David Kean Wilson is a financial adviser based in Malvern, Victoria, with 32 years of experience in the financial services industry since 1994. David is currently authorised under Steadfast Life. David holds authorisations to advise on superannuation, life insurance and life insurance investments, as well as tax financial advice services (TFAS). David's qualifications include a Bachelor of Business from Monash University.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments

Authorised to provide tax financial advice services

Qualifications and Training

1989

Bachelor of Business

Monash University

2004

Diploma of Financial Services (Financial Planning)

Financial Services Training & Assessment Pty Ltd

Registration History

Steadfast Life Pty Ltd

Apr 2024 - Present Current

AUSTRALIAN CORPORATE RISK SERVICES PTY LTD

Jul 2021 - Apr 2024 Ceased

ACN 131 346 300 PTY LTD

Aug 2016 - Jun 2021 Ceased

Personal Financial Services Ltd

Jun 2012 - Sep 2018 Ceased

CERTAINTY FINANCIAL PTY. LTD.

Oct 2002 - Jun 2012 Ceased

Source: ASIC Financial Advisers Register