Financial Adviser · ATHERTON, QLD

Iain Paul Wilkinson

16 Years experience
Tax advice
authorised
ASIC Registered · ADV 000462131

Iain Paul Wilkinson is a financial adviser based in Atherton, Queensland, with 16 years of experience in the financial services industry. Iain is currently authorised under Alliance Wealth Pty Ltd. Iain 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 Applied Science (Rural Management) from University of Queensland. Iain is a member of AFP member of the Financial Planning Association and Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Government Bonds

Authorised to provide tax financial advice services

Qualifications and Training

1990
Bachelor of Applied Science (Rural Management)
University of Queensland
2010
Diploma of Financial Services (Financial Planning)
Kaplan Professional
2014
Self Managed Super Funds
Kaplan Professional
2018
Advanced Diploma of Financial Planning
Kaplan Professional

Registration History

Feb 2020 - Present Current
Jan 2017 - Feb 2020 Ceased
Not authorised to provide personal advice on Standard Margin Lending
Jul 2014 - Nov 2016 Ceased
Nov 2012 - Jun 2014 Ceased
Oct 2010 - May 2012 Ceased

Source: ASIC Financial Advisers Register