- Home
- Financial Advisers Australia (FAA)
- Stephen Alexander Wilson
Stephen Alexander Wilson
- Name
- Stephen Alexander Wilson
- ID
- 1263661
- ABN
- –
- First Provided Advice
- 2018
Qualifications
Details on the qualifications or training courses the adviser has completed that are relevant to providing financial services
- 2002 - Bachelor of Business - Bachelor Degree (AQF 7) - University of Technology, Sydney
- 2017 - Master of Financial Planning - Masters Degree (AQF 9) - Deakin University
- 2018 - Accredited Listed Product Adviser Program - Other - Kaplan Professional
- 2018 - Self Managed Superannuation Funds - Other - Kaplan Professional
- 2019 - RG146 Margin lending Facilities - Other - Financial Education Professionals
Memberships
Details of memberships of professional bodies or industry associations relevant to providing financial services
- Financial Advice Association of Australia (FAAA)
Licencee
- Status
- Ceased
- Licence Holder
- Madison Financial Group Pty Ltd (#246679)
- Commenced
- Feb. 9, 2022
- Ceased
- Nov. 19, 2024
- Status
- Ceased
- Licence Holder
- The Lunar Group Pty Limited (#470948)
- Commenced
- May 1, 2018
- Ceased
- June 30, 2020
- Status
- Ceased
- Licence Holder
- The Lunar Group Pty Limited (#470948)
- Commenced
- July 1, 2020
- Ceased
- Dec. 7, 2021
- Status
- Current
- Licence Holder
- Clime Advice Pty ltd (#308200)
- Commenced
- Nov. 20, 2024
Skills
- Provide Financial Product Advice - Carbon Credits/Carbon Unit
- Provide Financial Product Advice - Deposit and Payment Products/Non-basic Deposit Products
- Provide Financial Product Advice - Deposit & Payment Products – Non-Cash Deposit Products
- Provide Financial Product Advice - Derivatives
- Provide Financial Product Advice - Derivatives/Derivatives - Wool only
- Provide Financial Product Advice - Derivatives/Derivatives - Electricity only
- Provide Financial Product Advice - Derivatives/Derivatives - Grain only
- Provide Financial Product Advice - Foreign Exchange Contracts
- Provide Financial Product Advice - Government Debentures, Stocks or Bonds
- Provide Financial Product Advice - Life Products/Investment Life Insurance Products
- Provide Financial Product Advice - Life Products/Life Risk Insurance Product
- Provide Financial Product Advice - Life Products/Life Products - Consumer Credit Insurance Only
- Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, excluding IDPS
- Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, including IDPS
- Provide Financial Product Advice - Managed Investment Schemes/IDPS Only
- Provide Financial Product Advice - Managed Investment Schemes/Own Managed Investment Scheme Only
- Provide Financial Product Advice - Managed Investment Schemes/Horse Racing Syndicate
- Provide Financial Product Advice - Managed Investment Schemes/Timesharing Scheme
- Provide Financial Product Advice - Managed Investment Schemes/MDA Services
- Provide Financial Product Advice - Retirement Savings Account Products
- Provide Financial Product Advice - Securities
- Provide Financial Product Advice - Superannuation
- Provide Financial Product Advice - Superannuation/Self-Managed Superannuation Fund
- Provide Financial Product Advice - Superannuation/A person's existing holding in a superannuation product
- Provide Financial Product Advice - Margin Lending Facility/Standard Margin Lending Facility
- Provide Financial Product Advice - Margin Lending Facility/Non-Standard Margin Lending Facility
- Provide Financial Product Advice - Carbon Credits/Australian Carbon Credit Unit
- Provide financial product advice/Carbon Credits/Eligible International Emissions Unit
- Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products - MDA Services
- Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Risk Products
- Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products
- Provide Financial Product Advice - FHSA Issued non ADI
- Old Law Securities Options Contracts and Warrants Securities
- Old Law Futures Contracts and Warrants
- Managed Investment Schemes (Registered or Unregistered)
- Securities – Debentures Managed Investment Schemes
- All Securities