Jessica Wilkinson Financial Planner Report

Name:
Jessica Lee Wilkinson

Rep Number:
000378670

Status:
Current

First Advice:
2012

Disciplinary action:
No action

Most Recent Role:
2014-06-30 onwards

Location:
Bundaberg, , QLD, 0

Licensee
Name:

Number:
000234951

ABN:
11 074 608 558

Controlled By:

Appointed By
Name:
Ulton Wealth Management Pty Ltd

Licence Number:
000460875

ABN:
73 168 815 450

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

Qualifications
Kaplan
ASX Securities
Kaplan
Advanced Diploma of Financial Services (FP)
AAMC
Certificate IV in Financial Services (Finance/Mortgage Broking)
Kaplan
Diploma of Financial Services (FP)
Kaplan
Self Managed Super Fund Course

Memberships
SMSF Association