Troy Wilkinson
Financial Adviser in Bundaberg West, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001004053
- Location
- Bundaberg West QLD 4670
- Licensee
- Advice Evolution Pty Ltd (AFSL 342880)
- Authorised since
- 1 January 2022
- First provided advice
- 2007
- Qualifications
- Diploma of Financial Services (Financial Planning), Kaplan (2007); Advanced Diploma of Financial Planning, Kaplan Professional (2013); Ethics and Professionalism in Financial Advice, Kaplan Professional (2019); Margin Lending and Geared Investments, Kaplan Professional (2019); Client Engagement Skills, Kaplan Professional (2022); Estate and Succession Planning, Kaplan Professional (2023); Taxation for Financial Planning, Kaplan Professional (2023); Economic and Legal Context for Financial Planning, Kaplan Professional (2024)
- Memberships
- Financial Advice Association of Australia (FAAA)
- 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, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Troy Wilkinson
On the Financial Advisers Register kept by ASIC, Troy Wilkinson appears as a current financial adviser in Bundaberg West, Queensland, adviser number 001004053.
The licensee Troy advises under is Advice Evolution Pty Ltd (AFS licence 342880). That authorisation dates from 1 January 2022.
According to the register, Troy first provided financial advice in 2007. The qualifications listed for Troy include Diploma of Financial Services (Financial Planning) (Kaplan, 2007), Advanced Diploma of Financial Planning (Kaplan Professional, 2013) and Ethics and Professionalism in Financial Advice (Kaplan Professional, 2019). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
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 Troy Wilkinson a registered financial adviser?
Yes. Troy Wilkinson is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001004053.
Which licensee does Troy Wilkinson work under?
Advice Evolution Pty Ltd, Australian financial services licence 342880.
What can Troy Wilkinson 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; standard margin lending.