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Justin Wilson

Justin develops enduring partnerships with his clients through his commitment to truly understanding their needs and values. He providing strategic financial advice that allows them to create and protect the financial future and lifestyle they desire.

Prior to joining StrategyOne in 2012 Justin was a Financial Planner for AMP. He has over 12 years experience in both advising and trading roles in banking and financial markets, having also worked with Colonial and State Bank of NSW specializing in equity and fixed interest derivatives.

Justin is married to Maria and has two children, Olivia and Zachary. Justin lives by the beach on the Central Coast of NSW. Justin is active in surf lifesaving at his local surf club, is a keen tennis player and golfer. Weather and time permitting Justin also enjoys dual sport adventure motorcycling through regional and rural NSW.

Qualifications/Memberships

  • Certified Financial Planner®
  • Bachelor of Economics Degree (University of Newcastle)
  • Diploma in Financial Services (Financial Planning, Kaplan)
  • Self Managed Superannuation Fund accreditation (Kaplan)
  • Member of the Financial Planning Association (FPA)
  • Member of Tax Practitioner Board (TPB)

 
 


Justin Wilson is an authorised representative of Fitzpatricks Private Wealth Pty Ltd.

Areas of expertise

Asset Protection and Business Structures

Estate Planning

Insurance advice for individuals and business owners

Retirement Planning and Pensions

Self Managed Superannuation Funds (SMSF)

Superannuation

Tax Effective Wealth Strategies

Wealth Creation

Investment and Portfolio Construction

Strategic Financial Advice

Centrelink Benefits

Contact details

Justin Wilson

02 9419 5233

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Level 9, North Tower, 1-5 Railway Street, Chatswood NSW 2067

P: 02 9419 5233 - F: 02 9411 8785

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