Perry Jared Wilkey
Financial Adviser in Jindalee, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000294464
- Location
- Jindalee QLD 4074
- Licensee
- Futuro Financial Services Pty Ltd (AFSL 238478)
- Authorised since
- 14 May 2018
- First provided advice
- 2002
- Qualifications
- Advanced Diploma of Financial Services (Financial Planning), Kaplan (2010); Cavendish & ICFS Specialist SMSF Course, University of Adelaide (2013); Diploma of Finance & Mortgage Broking Management, Kaplan (2014); Accredited Listed Product Adviser Program, Kaplan Professional Education (2017); Bachelor of Business (Financial Planning), Royal Melbourne Institute of Technology (2021)
- 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, derivatives
- Tax (financial) advice
- Yes
- Register status
- Current
About Perry Jared Wilkey
Perry Jared Wilkey is a financial adviser in Jindalee, Queensland, listed on the Financial Advisers Register kept by ASIC under adviser number 000294464.
Perry provides advice as an authorised representative of Futuro Financial Services Pty Ltd, which holds Australian financial services licence 238478. The current authorisation started on 14 May 2018.
The register records 2002 as the year Perry first provided financial advice. The qualifications listed for Perry include Advanced Diploma of Financial Services (Financial Planning) (Kaplan, 2010), Cavendish & ICFS Specialist SMSF Course (University of Adelaide, 2013) and Diploma of Finance & Mortgage Broking Management (Kaplan, 2014). Perry is recorded as a member of Financial Advice Association of Australia (FAAA) and SMSF Association.
The authorisation covers advice 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 Perry Jared Wilkey a registered financial adviser?
Yes. Perry Jared Wilkey is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000294464.
Which licensee does Perry Jared Wilkey work under?
Futuro Financial Services Pty Ltd, Australian financial services licence 238478.
What can Perry Jared Wilkey 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; derivatives.