Financial Adviser · EDGECLIFF, NSW

Steven James Wilkie

22 Years experience

Tax advice
authorised

Currently at

Melbourne, VIC

View firm profile

ASIC Registered · ADV 000250114

Steven James Wilkie is a financial adviser based in Edgecliff, New South Wales, with 22 years of experience in the financial services industry. Steven is currently authorised under Bongiorno Wealth Management Pty Ltd. Steven holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Bachelor of Business (Accounting) from Charles Sturt University. Steven is a member of Chartered Accountants Australia and New Zealand (CA ANZ), Institute of Public Accountants (IPA), SMSF Association and The Tax Institute.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Derivatives Deposit Products Government Bonds

Authorised to provide tax financial advice services

Qualifications and Training

1998

Bachelor of Business (Accounting)

Charles Sturt University

2002

Financial Planning Proper Authority Course

Securities Institute/The Institute of Chartered Accountants in Australia

2002

PS 146 Compliance Program

- Securities Institute

2015

Advanced Diploma of Financial Planning

Pinnacle Financial Services Academy

2019

FPC002B Ethics and Professionalism in Financial Advice

Ethics - Kaplan Higher Education

Registration History

Bongiorno Wealth Management Pty Ltd

Jul 2010 - Present Current

Bongiorno Financial Advisers Pty Ltd

Jan 2004 - Jul 2010 Ceased

Source: ASIC Financial Advisers Register