Jessica Lee Wilkinson
Financial Adviser in Bundaberg, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000378670
- Location
- Bundaberg QLD 4670
- Licensee
- Ulton Wealth Services Pty Ltd (AFSL 497721)
- Authorised since
- 4 October 2017
- First provided advice
- 2012
- Qualifications
- Graduate Diploma of Financial Planning, Kaplan Higher Education Pty Ltd (2019); Master of Financial Planning, Kaplan Higher Education Pty Ltd (2019); Commercial Law for Tax (financial) Advisers, AAMC Training Group (2023)
- Memberships
- Financial Advice Association of Australia (FAAA); SMSF Association
- 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, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Jessica Lee Wilkinson
Jessica Lee Wilkinson is a financial adviser in Bundaberg, Queensland, listed on the Financial Advisers Register kept by ASIC under adviser number 000378670.
The licensee Jessica advises under is Ulton Wealth Services Pty Ltd (AFS licence 497721). That authorisation dates from 4 October 2017.
The register records 2012 as the year Jessica first provided financial advice. Qualifications and training on file include Graduate Diploma of Financial Planning (Kaplan Higher Education Pty Ltd, 2019), Master of Financial Planning (Kaplan Higher Education Pty Ltd, 2019) and Commercial Law for Tax (financial) Advisers (AAMC Training Group, 2023). Professional memberships recorded: Financial Advice Association of Australia (FAAA) and SMSF Association.
Jessica is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Jessica Lee Wilkinson a registered financial adviser?
Yes. Jessica Lee Wilkinson is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000378670.
Which licensee does Jessica Lee Wilkinson work under?
Ulton Wealth Services Pty Ltd, Australian financial services licence 497721.
What can Jessica Lee Wilkinson 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; standard margin lending.