JESSICA LEE WILKINSON (Adviser# 000378670) 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 4, 2017.
| Register Name | Financial Advisers |
| Adviser Name | JESSICA LEE WILKINSON |
| Adviser Number | 000378670 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2012 |
| Financial Service (AFS) Licence |
Licence# 000497721 ULTON WEALTH SERVICES PTY LTD |
| Adviser Start Date | 2017-10-04 |
| Appointing Representative Name | ULTON WEALTH MANAGEMENT PTY LTD |
| Appointing Representative Number | 000460875 |
| Appointing Representative ABN | 73168815450 |
| Memberships |
Association of Financial Advisers (AFA) SMSF Association |
|
| Qualification / Degree | Institute / School |
|---|---|
| ASX Securities | Kaplan |
| Advanced Diploma of Financial Services (FP) | Kaplan |
| Certificate IV in Financial Services (Finance/Mortgage Broking) | AAMC |
| Diploma of Financial Services (FP) | Kaplan |
| Self Managed Super Fund Course | Kaplan |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000497721 | ULTON WEALTH SERVICES PTY LTD | 2017-10-04 - | ULTON WEALTH MANAGEMENT PTY LTD |
| 000234951 |
PROFESSIONAL INVESTMENT SERVICES PTY LTD
Licence controlled by: CENTREPOINT WEALTH PTY LTD |
2014-06-30 - 2017-10-03 | ULTON WEALTH MANAGEMENT PTY LTD |
| Licence Name | ULTON WEALTH SERVICES PTY LTD |
| Licence Number | 000497721 |
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| 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.