William Wilson
ZURICH ASSURE AUSTRALIA PTY LIMITED · Melbourne VIC 3000 · Advising since 2012
- Register · ASICRegisteredAs at 10 Sep 2026
- Adviser saysNot claimedUnclaimed profile
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Registration and authorisation
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
- ASIC adviser number
- 000440593
- Registration status
- Registered
- Adviser type
- Financial Adviser
- Authorised by
- ZURICH ASSURE AUSTRALIA PTY LIMITED · AFSL 538863Since 1 February 2023
- Principal business address
- Melbourne VIC 3000
- First year providing advice
- 2012
- Can provide tax (financial) advice
- Yes
- Memberships
- Financial Advice Association of Australia (FAAA)
- Further restrictions
- None recorded
Authorised to advise on
The product areas ASIC records this adviser as legally authorised to advise on — which is not the same as the services they choose to offer.
- Life risk insurance products
- Superannuation
Conduct and compliance
- Disciplinary action
- None recorded on the register
- CPD requirements not met
- No year recorded
Shown exactly as ASIC publishes it. Souffle does not score, summarise or remove register entries.
Work history
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
Every appointment as a financial adviser that the register records, newest first.
- CURRENTFeb 2023 – presentZURICH ASSURE AUSTRALIA PTY LIMITED · AFSL 538863
- CEASEDAug 2022 – Jan 2023BOMBORA ADVICE PTY LTD · AFSL 439065Through authorised representative ZURICH ASSURE AUSTRALIA PTY LIMITED (no. 001297408)
- CEASEDAug 2020 – Jul 2022DOCTORS FINANCIAL SERVICES PTY LIMITED · AFSL 487758
- CEASEDOct 2016 – May 2020AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED · AFSL 234527
- CEASEDAug 2012 – Sep 2016AKUMIN FINANCIAL PLANNING PTY LIMITED · AFSL 232706
Qualifications
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
Masters of Financial Planning
Griffith University · 2021 · Masters Degree (AQF 9)
Margin Lending
Integrity Education Group · 2016 · Other
Self Managed Super Funds
Financial Education Professionals · 2016 · Other
Graduate Certificate in Financial Planning
Griffith University · 2015 · Graduate Certificate (AQF 8)
Advanced Diploma of Financial Planning
Integrity Education Group · 2012 · Advanced Diploma (AQF 6)
Diploma of Financial Services (Financial Planning)
Integrity Education Group · 2012 · Diploma (AQF 5)
The education level (AQF) appears only where ASIC records one. It is never inferred from a qualification's name.
About and fees
Not yet provided by the adviser
This profile was created from the public ASIC register. A description of the services offered, the fees charged and who the adviser works with appears here once William Wilson claims the profile.
Reviews
Not yet reviewed
No client has reviewed William Wilson on Souffle yet.
Contacting William Wilson
The principal business address ASIC records, which is suburb, state and postcode only — no street address.
ZURICH ASSURE AUSTRALIA PTY LIMITED · AFSL 538863
- PHONENOT PUBLISHED
The ASIC register doesn't include advisers' phone numbers.
- EMAILNOT PUBLISHED
The ASIC register doesn't include email addresses either.
- ENQUIRY VIA SOUFFLEOPENING SOON
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- PROFILE CLAIMUNCLAIMED
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Register information: ASIC Financial Advisers Dataset, © Australian Securities & Investments Commission, used under the Creative Commons Attribution 3.0 Australia licence. Souffle is not affiliated with ASIC, and ASIC does not endorse this page.
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