Perry Wilkey – Financial Adviser

Adviser identifying number: 240793
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1997

Name of the licence holder: NOW FINANCIAL GROUP PTY LIMITED
Licence number: 411227
Licensee’s ABN: 39152605555
Licence controlled by:

The date the Financial Adviser commenced the appointment: 01/12/2011
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: NOW FINANCIAL GROUP PTY LIMITED
Authorised Representative identifying number: 411227
Authorised Representative’s ABN: 39152605555

Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:

Contact phone number:
Working hours:

Relevant qualifications and training:

  • Cavendish & ICFS Specialist SMSF – University of Adelaide
  • Certified Financial Planner – DFP
  • Diploma of Financial Planning – Deakin University/FPA

Relevant memberships of professional bodies or industry associations:

  • Financial Planning Association of Australia (FPA)
  • SMSF Association

Perry Wilkey 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