PHILLIP JAMES WILKINS
Financial Adviser · Brisbane City, QLD
📚 Qualifications & Training
2008 - Bachelor of Commerce - Bachelor Degree (AQF 7) - Griffith University
2010 - Margin Lending - Certificate (AQF 1-4) - Deakin University
2014 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan
2018 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Mentor Education
2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
2024 - Tax for Financial Advising - Certificate (AQF 1-4) - Kaplan Professional
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.