Justin Wilson

Justin Wilson Email and Phone Number

Senior Financial Planner @ Toro Wealth
Sydney, NSW, AU
Justin Wilson's Location
Greater Sydney Area, Australia
Justin Wilson's Contact Details

Justin Wilson work email

Justin Wilson personal email

n/a
About Justin Wilson

As a Certified Financial Planner® my professional focus is to ensure you achieve your financial goals so that you can realise your dreams. I value developing lasting relationships based on mutual respect and understanding. Regular referrals from my clients are evidence of this.In helping you build the life you want I take the time to research and understand your situation and educate you so that you can make informed decisions. I know that trust is built over time as a result of actions, not empty promises.I do not take a one-size-fits-all approach. Advice I present is based on sound research, considered strategies and a holistic view of your overall financial and personal circumstances. Supported by our paraplanners and client services team, I devise a plan tailored to your unique situation and is supported by comprehensive documentation to ensure you are clear on what I’m recommending and why. I pride myself on providing clarity and security to my clients, so they can rest easy knowing that their best interests are at the heart of all I do.As a lead adviser I recognise that no one individual has the knowledge and expertise to successfully implement a comprehensive financial strategy. This is why I partner with other highly regarded expert professionals in the areas of accounting, SMSF administration, mortgage broking, insurances, funds management, succession planning and estate planning to work collaboratively with my clients. This full spectrum of financial service professionals share my commitment to your success.

Justin Wilson's Current Company Details
Toro Wealth

Toro Wealth

View
Senior Financial Planner
Sydney, NSW, AU
Employees:
16
Justin Wilson Work Experience Details
  • Toro Wealth
    Senior Financial Planner
    Toro Wealth
    Sydney, Nsw, Au
  • Strategyone Advice Network Pty Ltd
    Certified Financial Planner
    Strategyone Advice Network Pty Ltd Jun 2012 - Present
    Chatswood
  • Amp
    Financial Planner
    Amp May 2011 - Jun 2012
    Sydney, Australia
  • Schindler
    Sales Manager Nsw
    Schindler Feb 2010 - Apr 2011
    Sydney, Australia
  • Medical Australia
    Sales And Products Manager
    Medical Australia Nov 2006 - Jan 2010
    Sydney, Australia
  • Forty Winks
    Operations Manager
    Forty Winks Jul 2001 - Oct 2006
    Central Coast Nsw
  • Wilson Commodity Trading Pty Ltd
    Director/Trader
    Wilson Commodity Trading Pty Ltd Feb 1999 - Jun 2001
    Sydney, Australia
  • Colonial State Bank
    Client Adviser / Futures Trader
    Colonial State Bank Feb 1994 - Feb 1999
    Sydney, Australia

Justin Wilson Skills

Insurance Wealth Management Retirement Planning Financial Planning Strategic Financial Planning Financial Services Investment Advisory Superannuation Estate Planning Investment Strategies Portfolio Management Investments Financial Advisory Budgets Financial Advice Budgeting

Justin Wilson Education Details

  • University Of Newcastle
    Bachelor Of Economics
  • Financial Planning Association Of Australia
    Financial Planning Association Of Australia
    Certified Financial Planner Designation
  • Kaplan Professional
    Kaplan Professional
    Diploma Of Financial Services (Financial Planning)
  • Kaplan Professional
    Kaplan Professional
    Self Managed Superannuation Funds Accreditation

Frequently Asked Questions about Justin Wilson

What company does Justin Wilson work for?

Justin Wilson works for Toro Wealth

What is Justin Wilson's role at the current company?

Justin Wilson's current role is Senior Financial Planner.

What is Justin Wilson's email address?

Justin Wilson's email address is ju****@****.com.au

What schools did Justin Wilson attend?

Justin Wilson attended University Of Newcastle, Financial Planning Association Of Australia, Kaplan Professional, Kaplan Professional.

What skills is Justin Wilson known for?

Justin Wilson has skills like Insurance, Wealth Management, Retirement Planning, Financial Planning, Strategic Financial Planning, Financial Services, Investment Advisory, Superannuation, Estate Planning, Investment Strategies, Portfolio Management, Investments.

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