JONATHAN WILKES
Financial Adviser · North Epping, NSW
📚 Qualifications & Training
2005 - Bachelor of Business - Bachelor Degree (AQF 7) - University of Western Sydney
2010 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Professional
2010 - Margin Lending and Geared Investments - Other - Kaplan Professional
2014 - SMSF Specialist - Professional Designations - Self Managed Super Fund Association
2016 - Diploma of Finance and Mortgage Broking Management - Diploma (AQF 5) - Kaplan Professional
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
SMSF Association - SMSF Specialist Advisor (SSA)
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.