Phillip James Wilkins
Financial Adviser in Brisbane City, Queensland, Australia
Review Phillip James Wilkins
Describe your own experience as a client, patient or family member. Leave out phone numbers, addresses and anything you can't stand behind. Reviews appear straight away after an automatic spam check.
Australian Securities and Investments Commission (ASIC)
Adviser number001003546
- Location
- Brisbane City QLD 4000
- Licensee
- Industry Fund Services Limited (AFSL 232514)
- Authorised since
- 28 February 2019
- First provided advice
- 2010
- Qualifications
- Bachelor of Commerce, Griffith University (2008); Margin Lending, Deakin University (2010); Diploma of Financial Planning, Kaplan (2014); Advanced Diploma of Financial Planning, Mentor Education (2018); Ethics and Professionalism in Financial Advice, Kaplan Professional (2020); Tax for Financial Advising, Kaplan Professional (2024)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds
- Tax (financial) advice
- Yes
- Register status
- Current
About Phillip James Wilkins
Phillip James Wilkins is a financial adviser in Brisbane City, Queensland, listed on the Financial Advisers Register kept by ASIC under adviser number 001003546.
Advice is given under the Australian financial services licence of Industry Fund Services Limited, licence number 232514. That authorisation dates from 28 February 2019.
According to the register, Phillip first provided financial advice in 2010. Qualifications and training on file include Bachelor of Commerce (Griffith University, 2008), Margin Lending (Deakin University, 2010) and Diploma of Financial Planning (Kaplan, 2014).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 7 product areas in total. The register also shows that tax (financial) advice services can be provided.
Reviews
Nobody has reviewed Phillip James Wilkins here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Phillip James Wilkins a registered financial adviser?
Yes. Phillip James Wilkins is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001003546.
Which licensee does Phillip James Wilkins work under?
Industry Fund Services Limited, Australian financial services licence 232514.
What can Phillip James Wilkins 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.