PERRY JARED WILKEY
Financial Adviser · Jindalee, QLD
📚 Qualifications & Training
2010 - Advanced Diploma of Financial Services (Financial Planning) - - Kaplan
2013 - Cavendish & ICFS Specialist SMSF Course - - University of Adelaide
2014 - Diploma of Finance & Mortgage Broking Management - - Kaplan
2017 - Accredited Listed Product Adviser Program - - Kaplan Professional Education
2021 - Bachelor of Business (Financial Planning) - Bachelor Degree (AQF 7) - ROYAL MELBOURNE INSTITUTE OF TECHNOLOGY
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
SMSF Association
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.