Financial Adviser
· JINDALEE, QLD
Perry Jared Wilkey
No disciplinary history on record with ASIC
JINDALEE,
QLD
24
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000294464
Perry Jared Wilkey is a financial adviser based in Jindalee, Queensland, with 24 years of experience in the financial services industry since 2002. Perry is currently authorised under Futuro Financial Services. Perry holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Perry's qualifications include a Bachelor of Business (Financial Planning) from ROYAL MELBOURNE INSTITUTE OF TECHNOLOGY. Perry 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
Derivatives
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and 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)
ROYAL MELBOURNE INSTITUTE OF TECHNOLOGY
Registration History
FINANCIAL SERVICES PARTNERS PTY LIMITED
Government Debentures, Stocks or Bonds: Class of product only.
SECURITOR FINANCIAL GROUP PTY LIMITED
Source: ASIC Financial Advisers Register