Gerard Wilkie
Financial Adviser in Claremont, Western Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001233167
- Location
- Claremont WA 6010
- Licensee
- Uprise Financial Services Pty Ltd (AFSL 523207)
- Authorised since
- 16 October 2020
- First provided advice
- 2015
- Qualifications
- Bachelor of Commerce, University of Western Australia (2012); Diploma of Financial Planning, Kaplan Professional (2014); Advanced Diploma of Financial Planning, Kaplan Professional (2017); SMSF Certificate, Kaplan Professional (2019); Ethics and Professionalism in Financial Advice FPC002B, Kaplan Professional (2020)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts
- Tax (financial) advice
- Yes
- Register status
- Current
About Gerard Wilkie
Gerard Wilkie is a financial adviser in Claremont, Western Australia, listed on the Financial Advisers Register kept by ASIC under adviser number 001233167.
The licensee Gerard advises under is Uprise Financial Services Pty Ltd (AFS licence 523207). The current authorisation started on 16 October 2020.
The register records 2015 as the year Gerard first provided financial advice. The qualifications listed for Gerard include Bachelor of Commerce (University of Western Australia, 2012), Diploma of Financial Planning (Kaplan Professional, 2014) and Advanced Diploma of Financial Planning (Kaplan Professional, 2017). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Gerard Wilkie a registered financial adviser?
Yes. Gerard Wilkie is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001233167.
Which licensee does Gerard Wilkie work under?
Uprise Financial Services Pty Ltd, Australian financial services licence 523207.
What can Gerard Wilkie give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts.