Steven Wilkie Financial Planner Report

Name:
Steven James Wilkie

Rep Number:
000250114

Status:
Current

First Advice:
2004

Disciplinary action:
No action

Most Recent Role:
2010-07-01 onwards

Location:
Edgecliff, , NSW, 0

Licensee
Name:

Number:
000345313

Appointed By
Name:
Bongiorno Wealth Management Pty Ltd

Licence Number:
000345313

May advise on following product areas:
Non-basic Deposit Products
Derivatives
Government Debentures, Stocks or Bonds
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
Retirement Savings Account Products
Securities
Superannuation

Qualifications
Pinnacle Financial Services Academy
Advanced Diploma of Financial Planning
Charles Sturt University
Bachelor of Economics (Accounting)
Kaplan Professional Education
Certificate IV in Finance & Mortgage Broking
Securities Institute/The Institute of Chartered Accountants in Australia
Financial Planning Proper Authority Course
Securities Institute
PS 146 Compliance Program - Securities

Memberships
Chartered Accountants Australia and New Zealand (CA)
Institute of Public Accountants (IPA)
SMSF Association
The Tax Institute