Stuart Wilkinson
Financial Adviser in Melbourne, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001253008
- Location
- Melbourne VIC 3000
- Licensee
- Alliance Wealth Pty Ltd (AFSL 449221)
- Authorised since
- 15 December 2022
- First provided advice
- 2015
- Qualifications
- Bachelor of Business (Financial Management & Financial Planning), La Trobe University (2011); Certified Financial Planner (CFP) Education Program, FPA Australia (2018); Ethics and Professionalism in Financial Advice Course (FPC002B), Kaplan Higher Education (2020); Accredited Aged Care Professional Program, Aged Care Steps (2023); Self Managed Superannuation Funds Course, SuperConcepts & University of Adelaide (2026)
- Memberships
- Certified Financial Planner (CFP) of FAAA
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Stuart Wilkinson
On the Financial Advisers Register kept by ASIC, Stuart Wilkinson appears as a current financial adviser in Melbourne, Victoria, adviser number 001253008.
Stuart provides advice as an authorised representative of Alliance Wealth Pty Ltd, which holds Australian financial services licence 449221. The current authorisation started on 15 December 2022.
According to the register, Stuart first provided financial advice in 2015. The qualifications listed for Stuart include Bachelor of Business (Financial Management & Financial Planning) (La Trobe University, 2011), Certified Financial Planner (CFP) Education Program (FPA Australia, 2018) and Ethics and Professionalism in Financial Advice Course (FPC002B) (Kaplan Higher Education, 2020). Professional memberships recorded: Certified Financial Planner (CFP) of FAAA.
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment 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 Stuart Wilkinson a registered financial adviser?
Yes. Stuart Wilkinson is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001253008.
Which licensee does Stuart Wilkinson work under?
Alliance Wealth Pty Ltd, Australian financial services licence 449221.
What can Stuart Wilkinson give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending.