Jonathan Wilkes Financial Planner Report

Name:
Jonathan Wilkes

Rep Number:
000318136

Status:
Current

First Advice:
2007

Disciplinary action:
No action

Most Recent Role:
2017-02-08 onwards

Licensee
Name:

Number:
000246679

ABN:
36 002 459 001

Controlled By:

Appointed By
Name:
Madison Financial Group Pty Ltd

Licence Number:
000246679

ABN:
36 002 459 001

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
Standard Margin Lending Facility
Retirement Savings Account Products
All Securities
Superannuation

Qualifications
Kaplan Professional
Advanced Diploma of Financial Planning
Uni Western Sydney
Bachelor of Business
Kaplan Professional
Diploma of Finance & Mortgage Broking
Kaplan Professional
Diploma of Financial Services (Financial Planning)

Memberships
Financial Planning Association of Australia (FPA)
SMSF Association - SMSF Specialist Advisor (SSA)