Sloan Wilkins Financial Planner Report

Name:
Sloan Michael Wilkins

Rep Number:
000334959

Status:
Current

First Advice:
1999

Disciplinary action:
No action

Most Recent Role:
2009-03-01 onwards

Licensee
Name:

Number:
000240959

ABN:
40 083 233 925

Controlled By:

Appointed By
Name:
Actuate Alliance Services Pty Ltd

Licence Number:
000240959

ABN:
40 083 233 925

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
Miscellaneous Financial Investment Products - MDA Services
Retirement Savings Account Products
Securities
Superannuation

Qualifications
Kaplan Professional
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Professional
Diploma of Financial Services (Financial Planning)
Kaplan Professional
Margin Lending and Geared Investments
University of NSW and University of Sydney
Master of Business Administration (Executive)

Memberships
Australian Institute of Company Directors
FINSIA
Financial Planning Association of Australia (FPA)