PERRY WILKEY


Licensee: PRAESCIUS FINANCIAL HOLDINGS PTY LTD

PERRY WILKEY (Adviser# 000240793) is a financial adviser registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. The adviser role status is Current. The adviser start date is October 3, 2017.

Adviser Overview

Register Name Financial Advisers
Adviser Name PERRY WILKEY
Adviser Number 000240793
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 1997
Financial Service (AFS) Licence Licence# 000486455
PRAESCIUS FINANCIAL HOLDINGS PTY LTD
Adviser Start Date 2017-10-03
Appointing Representative Name AWARE INVESTMENT MANAGEMENT GROUP PTY. LTD.
Appointing Representative Number 000355255
Appointing Representative ABN 47074804292
Memberships Financial Planning Association of Australia (FPA)
SMSF Association

Authorisations to provide financial product advice

  • PERRY WILKEY
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Government Debenture
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Managed Investment Schemes MDA Service
  • ·
  • Retirement Savings Account
  • ·
  • Securities
  • ·
  • Superannuation
  • ·
  • Margin Lending Facility Standard

Qualifications and training history

Qualification / Degree Institute / School
Cavendish & ICFS Specialist SMSF University of Adelaide
Certified Financial Planner Financial Planning Association of Australia
Diploma of Financial Planning Deakin University/FPA

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000486455 PRAESCIUS FINANCIAL HOLDINGS PTY LTD 2017-10-03 - AWARE INVESTMENT MANAGEMENT GROUP PTY. LTD.
000411227 NOW FINANCIAL GROUP PTY LIMITED 2011-12-01 - 2017-10-02 NOW FINANCIAL GROUP PTY LIMITED
000237590 FINANCIAL SERVICES PARTNERS PTY LIMITED
Licence controlled by: AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED
1999-01-12 - 2011-11-30 PERRY WILKEY

Licensee Information

Licence Name PRAESCIUS FINANCIAL HOLDINGS PTY LTD
Licence Number 000486455

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Dataset Information


Data Provider Australian Securities and Investments Commission (ASIC), Financial Advisers Register
Jurisdiction Australia
Related Datasets Australian Businesses, Australian Companies

This dataset includes 33 thousand financial advisers registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. Australian Financial Services Licensees are required to keep the details of their financial advisers up to date on ASIC's Financial Advisers Register. Each financial adviser is registered with name, number, role status, ABN, first advice year, licence name and number, licence ABN, adviser start date and end date, appointing representative, disciplinary action, product authorisations, qualifications and training, memberships, etc.