Financial Adviser · BUNDABERG, QLD

Jessica Lee Wilkinson

BUNDABERG, QLD

14 Years experience

Tax advice
authorised

ASIC Registered · ADV 000378670

Currently at

Ulton Wealth Management

Bundaberg, QLD (firm address)

View firm profile

Jessica Lee Wilkinson is a financial adviser based in Bundaberg, Queensland, with 14 years of experience in the financial services industry since 2012. Jessica is currently authorised under Ulton Wealth Services, operating through Ulton Wealth Management. Jessica holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Jessica's qualifications include a Master of Financial Planning from Kaplan Higher Education Pty Ltd. Jessica is a member of Financial Advice Association of Australia (FAAA) and SMSF Association.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

2019

Graduate Diploma of Financial Planning

Kaplan Higher Education Pty Ltd

2019

Master of Financial Planning

Kaplan Higher Education Pty Ltd

2023

Commercial Law for Tax (financial) Advisers

AAMC Training Group

Registration History

Ulton Wealth Services Pty Ltd

Oct 2017 - Present Current

Professional Investment Services Pty Ltd

Jun 2014 - Oct 2017 Ceased

Source: ASIC Financial Advisers Register