Financial Adviser · MELBOURNE, VIC

Stuart Wilkinson

11 Years experience

Tax advice
authorised

Currently at

Bundall, QLD

View firm profile

ASIC Registered · ADV 001253008

Stuart Wilkinson is a financial adviser based in Melbourne, Victoria, with 11 years of experience in the financial services industry. Stuart is currently authorised under Alliance Wealth Pty Ltd. Stuart 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 (CFP) Education Program from FPA Australia. Stuart is a member of Certified Financial Planner (CFP) of FAAA.

Authorised to Advise On

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

Restrictions: Not authorised to provide advice on Self-Managed Super Funds, except for life insurance, contribution and basic investment advice for an existing SMSF.

Authorised to provide tax financial advice services

Qualifications and Training

2011

Bachelor of Business (Financial Management & Financial Planning)

La Trobe University

2018

Certified Financial Planner (CFP) Education Program

FPA Australia

2020

Ethics and Professionalism in Financial Advice Course (FPC002B)

Ethics - Kaplan Higher Education

2023

Accredited Aged Care Professional Program

Aged Care Steps

Registration History

Alliance Wealth Pty Ltd

Dec 2022 - Present Current

Not authorised to provide advice on Self-Managed Super Funds, except for life insurance, contribution and basic investment advice for an existing SMSF.

Bridges Financial Services Pty Limited

Jun 2021 - Oct 2022 Ceased

GWM ADVISER SERVICES PTY LTD

Sep 2020 - May 2021 Ceased

National Australia Bank Limited

Oct 2015 - Aug 2020 Ceased

Source: ASIC Financial Advisers Register