Financial Adviser
· HUNTERS HILL, NSW
Jakobus Wynand Gilliland
No disciplinary history on record with ASIC
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000453983
Jakobus Wynand Gilliland is a financial adviser based in Hunters Hill, New South Wales, with 8 years of experience in the financial services industry. Jakobus is currently authorised under Alliance Wealth Pty Ltd. Jakobus 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 Commerce from University of Stellenbosch (South Africa). Jakobus is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2011
Bachelor of Commerce
University of Stellenbosch (South Africa)
2013
Managed Investment and Securities (Personal Advice) (DFP4)
Mentor Education
2017
Commercial Law Course (TASACLv2)
Kaplan Professional
2017
Diploma of Financial Planning (DFP1-3)
Kaplan Professional
2017
Tax for Financial Advising Course (DFP5v2)
Kaplan Professional
2018
Tier 1 Margin Lending Personal Advice Course
Kaplan Professional
2024
Specialist SMSF Course
SuperConcepts & University of Adelaide
2025
Graduate Diploma of Financial Planning
Kaplan Higher Education
Registration History
AIW DEALER SERVICES PTY LTD
Not authorised to provide advice on Self-Managed Superannuation Funds
Source: ASIC Financial Advisers Register