GERARD WILKIE
Financial Adviser · East Perth, WA
📚 Qualifications & Training
2012 - Bachelor of Commerce - Bachelor Degree (AQF 7) - University of Western Australia
2014 - Diploma of Financial Planning - - Kaplan Professional
2017 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional
2019 - SMSF Certificate - - Kaplan Professional
2020 - Ethics and Professionalism in Financial Advice FPC002B - Bridging Course - Ethics - Kaplan Professional
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
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.