Iain Paul Wilkinson
Financial Adviser in Atherton, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000462131
- Location
- Atherton QLD 4883
- Licensee
- Alliance Wealth Pty Ltd (AFSL 449221)
- Authorised since
- 27 February 2020
- First provided advice
- 2010
- Qualifications
- Bachelor of Applied Science (Rural Management), University of Queensland (1990); Diploma of Financial Services (Financial Planning), Kaplan Professional (2010); Self Managed Super Funds, Kaplan Professional (2014); Advanced Diploma of Financial Planning, Kaplan Professional (2018)
- Memberships
- AFP member of the Financial Planning Association; Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, government debentures, stocks and bonds, retirement savings accounts
- Tax (financial) advice
- Yes
- Register status
- Current
About Iain Paul Wilkinson
Iain Paul Wilkinson is a financial adviser in Atherton, Queensland, listed on the Financial Advisers Register kept by ASIC under adviser number 000462131.
Advice is given under the Australian financial services licence of Alliance Wealth Pty Ltd, licence number 449221. The current authorisation started on 27 February 2020.
The register records 2010 as the year Iain first provided financial advice. Qualifications and training on file include Bachelor of Applied Science (Rural Management) (University of Queensland, 1990), Diploma of Financial Services (Financial Planning) (Kaplan Professional, 2010) and Self Managed Super Funds (Kaplan Professional, 2014). Iain is recorded as a member of AFP member of the Financial Planning Association and Financial Advice Association of Australia (FAAA).
Iain is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and government debentures, stocks and bonds, among 7 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Iain Paul Wilkinson a registered financial adviser?
Yes. Iain Paul Wilkinson is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000462131.
Which licensee does Iain Paul Wilkinson work under?
Alliance Wealth Pty Ltd, Australian financial services licence 449221.
What can Iain Paul Wilkinson give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; government debentures, stocks and bonds; retirement savings accounts.