Financial Adviser
· BUNDABERG, QLD
Jessica Lee Wilkinson
No disciplinary history on record with ASIC
14
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000378670
Jessica Lee Wilkinson is a financial adviser based in Bundaberg, Queensland, with 14 years of experience in the financial services industry. Jessica is currently authorised under Ulton Wealth Services Pty Ltd. Jessica 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 Master of Financial Planning from Kaplan Higher Education Pty Ltd. Jessica is a member of Financial Advice Association of Australia (FAAA) and SMSF Association.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2019
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Ltd
2019
Master of Financial Planning
Kaplan Higher Education Pty Ltd
2023
Commercial Law for Tax (financial) Advisers
AAMC Training Group
Registration History
Source: ASIC Financial Advisers Register