Financial Adviser
· CLAREMONT, WA
Gerard Wilkie
No disciplinary history on record with ASIC
11
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001233167
Gerard Wilkie is a financial adviser based in Claremont, Western Australia, with 11 years of experience in the financial services industry. Gerard is currently authorised under Uprise Financial Services Pty Ltd. Gerard 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 Commerce from University of Western Australia. Gerard 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
Authorised to provide tax financial advice services
Qualifications and Training
2012
Bachelor of Commerce
University of Western Australia
2014
Diploma of Financial Planning
Kaplan Professional
2017
Advanced Diploma of Financial Planning
Kaplan Professional
2019
SMSF Certificate
Kaplan Professional
2020
Ethics and Professionalism in Financial Advice FPC002B
Ethics - Kaplan Professional
Registration History
Includes SMSF
Not authorised to provide personal advice on Securities, Standard Margin Lending
BW FINANCIAL ADVICE PTY LIMITED
Not authorised to provide personal advice on SMSF, Standard Margin Lending
Source: ASIC Financial Advisers Register