Jessica Lee Wilkinson – Financial Adviser
Adviser identifying number: 378670
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2012
Name of the licence holder: PROFESSIONAL INVESTMENT SERVICES PTY LTD
Licence number: 234951
Licensee’s ABN: 11074608558
Licence controlled by: CENTREPOINT WEALTH PTY LTD
The date the Financial Adviser commenced the appointment: 30/06/2014
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: ULTON WEALTH MANAGEMENT PTY LTD
Authorised Representative identifying number: 460875
Authorised Representative’s ABN: 73168815450
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:
- 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
Relevant memberships of professional bodies or industry associations: SMSF Association
Jessica Lee Wilkinson is authorised to provide advices on following 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