JONATHAN WILKES (Adviser# 000318136) 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 February 8, 2017.
| Register Name | Financial Advisers |
| Adviser Name | JONATHAN WILKES |
| Adviser Number | 000318136 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2007 |
| Financial Service (AFS) Licence |
Licence# 000246679 MADISON FINANCIAL GROUP PTY LTD |
| Licence ABN | 36002459001 |
| Licence Controlled By |
PHAROS FINANCIAL GROUP PTY LTD [Date Ceased: 08/06/2018] SARGON CAPITAL PTY LTD |
| Adviser Start Date | 2017-02-08 |
| Appointing Representative Name | MADISON FINANCIAL GROUP PTY LTD |
| Appointing Representative Number | 000246679 |
| Appointing Representative ABN | 36002459001 |
| Memberships |
Financial Planning Association of Australia (FPA) SMSF Association - SMSF Specialist Advisor (SSA) |
|
| Qualification / Degree | Institute / School |
|---|---|
| Advanced Diploma of Financial Planning | Kaplan Professional |
| Bachelor of Business | Uni Western Sydney |
| Diploma of Finance & Mortgage Broking | Kaplan Professional |
| Diploma of Financial Services (Financial Planning) | Kaplan Professional |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000246679 |
MADISON FINANCIAL GROUP PTY LTD
Licence controlled by: PHAROS FINANCIAL GROUP PTY LTD [Date Ceased: 08/06/2018] ~ SARGON CAPITAL PTY LTD |
2017-02-08 - | MADISON FINANCIAL GROUP PTY LTD |
| 000231138 |
FINANCIAL WISDOM LIMITED
Licence controlled by: COMMONWEALTH BANK OF AUSTRALIA |
2013-06-29 - 2017-01-30 | FINANCIAL WISDOM LIMITED |
| 000236839 | W B FINANCIAL MANAGEMENT PTY LTD | 2010-03-20 - 2013-06-30 |
| Licence Name | MADISON FINANCIAL GROUP PTY LTD |
| Licence Number | 000246679 |
| Licence ABN | 36002459001 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| MATHEW BARR | Madison Financial Group Pty Ltd | Current | 2018-08-10 |
| STEPHEN RAKESH VIGH | Madison Financial Group Pty Ltd | Current | 2018-08-08 |
| MICHELLE ELIZABETH SUMMERS | Madison Financial Group Pty Ltd | Current | 2018-08-07 |
| NAOMI CHARMAINE ALLETSON | Madison Financial Group Pty Ltd | Current | 2018-06-30 |
| ERIN KATHLEEN WRIGHT | Madison Financial Group Pty Ltd | Current | 2018-06-30 |
| KIM BAXTER | Madison Financial Group Pty Ltd | Current | 2018-06-27 |
| ANDREW HARRIS | Madison Financial Group Pty Ltd | Current | 2018-06-26 |
| BRETT KELLY | Madison Financial Group Pty Ltd | Current | 2018-02-12 |
| SHANE MICHAEL HAY | Madison Financial Group Pty Ltd | Current | 2018-02-12 |
| JOHN ERNST RUSSELL | Madison Financial Group Pty Ltd | Current | 2018-02-06 |
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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.