James Wilkinson Financial Planner Report

Name:
James Ivan Wilkinson

Rep Number:
000263273

Status:
Current

First Advice:
1998

Disciplinary action:
No action

Most Recent Role:
2004-02-06 onwards

Location:
Granville, Sydney, NSW, 2142

Licensee
Name:

Number:
000244252

ABN:
61 094 529 987

Controlled By:

Appointed By
Name:
Millennium 3 Financial Services Pty Ltd

Licence Number:
000244252

ABN:
61 094 529 987

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

Qualifications
UNE
Bachelor of Economics
FPA
Diploma of Financial Planning 8
FPA
Practice Knowledge Exam

Memberships
CPA Australia (CPA)