Stuart Wilkinson

Financial Adviser

ASIC adviser number:

001253008

Qualifications and training:

2011, Bachelor of Business (Financial Management & Financial Planning), Bachelor Degree (AQF 7), La Trobe University
2018, Certified Financial Planner (CFP) Education Program, Professional Designations, FPA Australia
2020, Ethics and Professionalism in Financial Advice Course (FPC002B), Bridging Course, Ethics, Kaplan Higher Education
2023, Accredited Aged Care Professional Program, Other, Aged Care Steps

When adviser first provided advice:

2015

Membership of professional associations:

Certified Financial Planner (CFP) of FAAA

Disciplinary action by ASIC:

None

Location:

Level 17, 31 Queen St
Melbourne VIC 3000

AFS licence holder name:

Alliance Wealth Pty Ltd

AFS licence number:

000449221

Licence controlled by:

Centrepoint Alliance Limited ~ Centrepoint Wealth Pty Ltd [Date Ceased: 21/02/2018]

It's prudent to check an adviser's latest status on ASIC's Financial Advisers Register ».