GENENE MAREE WILSON

Licensee: FYG PLANNERS PTY LTD

GENENE MAREE WILSON (Adviser# 000383696) is a financial adviser registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. The adviser role status is Current. The adviser start date is August 27, 2018.

Adviser Overview

Register Name Financial Advisers
Adviser Name GENENE MAREE WILSON
Adviser Number 000383696
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2010
Financial Service (AFS) Licence Licence# 000224543
FYG PLANNERS PTY LTD
Licence ABN 55094972540
Licence Controlled By The Trustee for Mancell Family Trust
Adviser Start Date 2018-08-27
Appointing Representative Name FINESSE ADVISERS PTY LTD
Appointing Representative Number 001267025
Appointing Representative ABN 30628007054
Memberships CPA Australia (CPA)
Financial Planning Association of Australia (FPA)

Authorisations to provide financial product advice

  • GENENE MAREE WILSON
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Deposit Payment Non Cash Deposit
  • ·
  • Government Debenture
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Retirement Savings Account
  • ·
  • Securities
  • ·
  • Superannuation
  • ·
  • Margin Lending Facility Standard

Qualifications and training history

Qualification / Degree Institute / School
Advanced Diploma of Financial Planning Kaplan Education Pty Ltd
Certificate IV in Finance and Mortgage Broking for Financial Planners Kaplan Professional Education
Certificate IV in Finance and Mortgage Broking

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000224543 FYG PLANNERS PTY LTD
Licence controlled by: The Trustee for Mancell Family Trust
2018-08-27 - FINESSE ADVISERS PTY LTD
000230686 NATIONAL AUSTRALIA BANK LIMITED
Licence controlled by: NATIONAL AUSTRALIA BANK LIMITED
2017-08-16 - 2018-07-20 NATIONAL AUSTRALIA BANK LIMITED
000309643 OMNIWEALTH SERVICES PTY LIMITED
Licence controlled by: AMG CAPITAL MANAGEMENT PTY LIMITED
2015-10-23 - 2017-05-01 OMNIWEALTH SERVICES PTY LIMITED
000309643 OMNIWEALTH SERVICES PTY LIMITED
Licence controlled by: AMG CAPITAL MANAGEMENT PTY LIMITED
2014-10-13 - 2015-10-23 OMNIWEALTH PTY LIMITED
000236643 PERPETUAL TRUSTEE COMPANY LIMITED
Licence controlled by: PERPETUAL LIMITED
2010-06-04 - 2014-10-11

Licensee Information

Licence Name FYG PLANNERS PTY LTD
Licence Number 000224543
Licence ABN 55094972540

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
PAUL ROBERT BOOTHMAN Fyg Planners Pty Ltd Current 2003-02-10
JAMES PETER BOOTHMAN Fyg Planners Pty Ltd Current 2003-02-10
PETER JOHN MANCELL Fyg Planners Pty Ltd Current 2015-03-20
WAYNE ANTHONY EDMUNDS Fyg Planners Pty Ltd Current 2003-02-10
MICHAEL CHRISTOPHER RAND Fyg Planners Pty Ltd Current 2003-02-10
PETER BLEMATL Fyg Planners Pty Ltd Current 2003-02-10
MARK ALEXANDER KERR Fyg Planners Pty Ltd Ceased 2003-02-10
MATTHEW JAMES STEVENS Fyg Planners Pty Ltd Current 2003-02-10
JOHN WILLIAM COPPACK Fyg Planners Pty Ltd Ceased 2006-09-08
ROBERT JOHN FOWLER Fyg Planners Pty Ltd Current 2003-07-01

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Dataset Information

Data Provider Australian Securities and Investments Commission (ASIC), Financial Advisers Register
Jurisdiction Australia
Related Datasets Australian Businesses, Australian Companies

This dataset includes 33 thousand financial advisers registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. Australian Financial Services Licensees are required to keep the details of their financial advisers up to date on ASIC's Financial Advisers Register. Each financial adviser is registered with name, number, role status, ABN, first advice year, licence name and number, licence ABN, adviser start date and end date, appointing representative, disciplinary action, product authorisations, qualifications and training, memberships, etc.