STEVEN JAMES WILKIE
Financial Adviser · Edgecliff, NSW
📚 Qualifications & Training
1998 - Bachelor of Business (Accounting) - Bachelor Degree (AQF 7) - Charles Sturt University
2002 - Financial Planning Proper Authority Course - - Securities Institute/The Institute of Chartered Accountants in Australia
2002 - PS 146 Compliance Program - Securities - - Securities Institute
2015 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Pinnacle Financial Services Academy
2019 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education
🏢 Professional Memberships
Chartered Accountants Australia and New Zealand (CA ANZ)
Institute of Public Accountants (IPA)
SMSF Association
The Tax Institute
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.