Financial Adviser
· ADELAIDE, SA
Mathew Wilkshire
No disciplinary history on record with ASIC
22
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000267422
Mathew Wilkshire is a financial adviser based in Adelaide, South Australia, with 22 years of experience in the financial services industry. Mathew is currently authorised under Count Financial Limited. Mathew 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 Science from Flinders University. Mathew 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
1987
Bachelor of Science
Flinders University
2003
Diploma of Financial Services (Financial Planning)
AMP Financial Services
2007
Self Managed Superannuation Fund Adviser Education Program
Financial Essentials
2011
Margin Lending and Geared Investments
Kaplan Professional
Registration History
DULWICH GROUP SERVICES PTY LTD
SECURITOR FINANCIAL GROUP PTY LIMITED
Source: ASIC Financial Advisers Register