Financial Adviser
· WOOLLOONGABBA, QLD
Thomas Leslie Wilkinson
No disciplinary history on record with ASIC
WOOLLOONGABBA,
QLD
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001269154
Thomas Leslie Wilkinson is a financial adviser based in Woolloongabba, Queensland, with 8 years of experience in the financial services industry since 2018. Thomas is currently authorised under Future Gen Wealth, operating through Future Gen Solutions. Thomas holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Thomas's qualifications include a Bachelor of Commerce (Finance) from University of Queensland. Thomas 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
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2015
Bachelor of Commerce (Finance)
University of Queensland
2015
Bachelor of Economics
University of Queensland
2016
Certificate IV of Finance & Mortgage Broking
Kaplan
2017
Diploma of Financial Planning
Kaplan
2019
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan
2020
FPC001B Economic & Legal Context for Financial Planning
Regulation & Legal Obligations - Kaplan
2020
FPC007B Client Engagement Skills
Behavioural Finance - Kaplan
2026
FPC003 Super and Retirement
Kaplan
Registration History
Source: ASIC Financial Advisers Register