Financial Adviser
· MELBOURNE, VIC
Stuart Wilkinson
No disciplinary history on record with ASIC
MELBOURNE,
VIC
11
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001253008
Practice
Melbourne, VIC (practice address on ASIC register)
Licensed through Alliance Wealth
About Stuart Wilkinson
Stuart Wilkinson is a financial adviser based in Melbourne, Victoria, with 11 years of experience in the financial services industry since 2015. Stuart works at Sonder Advisory Group, which is licensed through Alliance Wealth. Stuart holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Stuart's 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
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
2026
Self Managed Superannuation Funds Course
SuperConcepts & University of Adelaide