Financial Adviser
· NORTH EPPING, NSW
Jonathan Wilkes
No disciplinary history on record with ASIC
19
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000318136
Jonathan Wilkes is a financial adviser based in North Epping, New South Wales, with 19 years of experience in the financial services industry. Jonathan is currently authorised under Madison Financial Group Pty Ltd. Jonathan 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 from University of Western Sydney. Jonathan is a member of Financial Advice Association of Australia (FAAA) and SMSF Association - SMSF Specialist Advisor (SSA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2005
Bachelor of Business
University of Western Sydney
2010
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Professional
2010
Margin Lending and Geared Investments
Kaplan Professional
2014
SMSF Specialist
Self Managed Super Fund Association
2016
Diploma of Finance and Mortgage Broking Management
Kaplan Professional