Gerard Michael Wilkes – Financial Adviser
Adviser identifying number: 261440
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1988
Name of the licence holder: MCA FINANCIAL PLANNERS PTY. LTD.
Licence number: 223610
Licensee’s ABN: 42101736305
Licence controlled by:
The date the Financial Adviser commenced the appointment: 10/06/2015
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: MCA FINANCIAL PLANNERS PTY. LTD.
Authorised Representative identifying number: 223610
Authorised Representative’s ABN: 42101736305
Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:
Address:
Contact phone number:
Working hours:
Relevant qualifications and training:
- Accredited Listed Product Adviser Program – Kaplan Professional Education
- Certified Financial Planner – Financial Planning Association of Australia
Relevant memberships of professional bodies or industry associations: Financial Planning Association of Australia (FPA)
Gerard Michael Wilkes is authorised to provide advices on following products:
- Deposit and Payment Products / Non-basic Deposit Products
- Government Debentures, Stocks or Bonds
- Life Products / Investment Life Insurance Products
- Life Products / Life Risk Insurance Products
- Managed Investment Schemes / Managed Investment Schemes, including IDPS
- Retirement Savings Account Products
- Securities
- Superannuation
- Margin Lending Facility / Standard Margin Lending Facility