COLE JAMES WILKINSON
Financial Adviser · Brisbane City, QLD
📚 Qualifications & Training
2007 - B Business - - QUT
2010 - Financial Planning - - Kaplan
2011 - Securities - - Kaplan
2011 - Superannuation - - Kaplan
2012 - Graduate Certificate in Innovation and Entrepreneurship - Certificate (AQF 1-4) - The University of Adelaide
2025 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
🏢 Professional Memberships
Chartered Accountants Australia and New Zealand (CA ANZ)
ℹ️ What is a Financial Adviser?
A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.
Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.
Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.