Jonathan Wilkes
Financial Adviser in North Epping, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000318136
- Location
- North Epping NSW 2121
- Licensee
- Madison Financial Group Pty Ltd (AFSL 246679)
- Authorised since
- 8 February 2017
- First provided advice
- 2007
- Qualifications
- Bachelor of Business, University of Western Sydney (2005); Advanced Diploma of Financial Services (Financial Planning), Kaplan Professional (2010); Margin Lending and Geared Investments, Kaplan Professional (2010); SMSF Specialist, Self Managed Super Fund Association (2014); Diploma of Finance and Mortgage Broking Management, Kaplan Professional (2016)
- Memberships
- Financial Advice Association of Australia (FAAA); SMSF Association - SMSF Specialist Advisor (SSA)
- Advice areas
- superannuation, 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 Jonathan Wilkes
Jonathan Wilkes is a financial adviser in North Epping, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 000318136.
The licensee Jonathan advises under is Madison Financial Group Pty Ltd (AFS licence 246679). The current authorisation started on 8 February 2017.
The register records 2007 as the year Jonathan first provided financial advice. Qualifications and training on file include Bachelor of Business (University of Western Sydney, 2005), Advanced Diploma of Financial Services (Financial Planning) (Kaplan Professional, 2010) and Margin Lending and Geared Investments (Kaplan Professional, 2010). Professional memberships recorded: Financial Advice Association of Australia (FAAA) and SMSF Association – SMSF Specialist Advisor (SSA).
Jonathan is authorised to advise on superannuation, managed investment schemes, life risk insurance, life investment products, deposit and payment products and government debentures, stocks and bonds, 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 Jonathan Wilkes a registered financial adviser?
Yes. Jonathan Wilkes is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000318136.
Which licensee does Jonathan Wilkes work under?
Madison Financial Group Pty Ltd, Australian financial services licence 246679.
What can Jonathan Wilkes give advice on?
The register lists these advice areas: superannuation; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending.