Financial Adviser
· MOUNT GRAVATT, QLD
Kenneth John Wicks
No disciplinary history on record with ASIC
29
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000264733
Kenneth John Wicks is a financial adviser based in Mount Gravatt, Queensland, with 29 years of experience in the financial services industry. Kenneth is currently authorised under Ri Advice Group Pty Ltd. Kenneth 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 Certified Financial Planner from Financial Planning Association of Australia Limited. Kenneth is a member of CPA Australia (CPA) and Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1987
Bachelor of Business (Accountancy)
Queensland Univeristy of Technology
1988
Certified Practicing Accountants Program
CPA Australia Ltd
1999
Certified Financial Planner
Financial Planning Association of Australia Limited
2002
Diploma of Financial Planning
Financial Planning Australia
2011
Self Managed Superannuation Funds
Kaplan Professional Education
2012
Accredited Listed Product Adviser Program
Kaplan Professional Education