Steven James Wilkie
Financial Adviser in Edgecliff, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000250114
- Location
- Edgecliff NSW 2027
- Licensee
- Bongiorno Wealth Management Pty Ltd (AFSL 345313)
- Authorised since
- 1 July 2010
- First provided advice
- 2004
- Qualifications
- Bachelor of Business (Accounting), Charles Sturt University (1998); Financial Planning Proper Authority Course, Securities Institute/The Institute of Chartered Accountants in Australia (2002); PS 146 Compliance Program, Securities Institute (2002); Advanced Diploma of Financial Planning, Pinnacle Financial Services Academy (2015); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education (2019)
- Memberships
- Chartered Accountants Australia and New Zealand (CA ANZ); Institute of Public Accountants (IPA); SMSF Association; The Tax Institute
- 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 Steven James Wilkie
Steven James Wilkie is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Edgecliff, New South Wales (adviser number 000250114).
Steven provides advice as an authorised representative of Bongiorno Wealth Management Pty Ltd, which holds Australian financial services licence 345313. The current authorisation started on 1 July 2010.
The register records 2004 as the year Steven first provided financial advice. The qualifications listed for Steven include Bachelor of Business (Accounting) (Charles Sturt University, 1998), Financial Planning Proper Authority Course (Securities Institute/The Institute of Chartered Accountants in Australia, 2002) and PS 146 Compliance Program (Securities Institute, 2002). Professional memberships recorded: Chartered Accountants Australia and New Zealand (CA ANZ), Institute of Public Accountants (IPA) and SMSF Association.
Steven 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 Steven James Wilkie a registered financial adviser?
Yes. Steven James Wilkie is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000250114.
Which licensee does Steven James Wilkie work under?
Bongiorno Wealth Management Pty Ltd, Australian financial services licence 345313.
What can Steven James Wilkie 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.