Sunny Wilkinson

Financial Adviser

ASIC adviser number:
001299292
Qualifications and training:

2018, Diploma of Financial Planning, Diploma (AQF 5), Monarch Institute
2021, Bachelor of Business (Financial Planning), Bachelor Degree (AQF 7), Swinburne University of Technology
2022, Accredited Listed Product Adviser Program, Other, Kaplan Professional Education
2022, Debt Strategies, Other, Kaplan Professional Education
2023, SMSF Regulations and Taxation, Other, Kaplan Professional Education
2024, Commercial Law, Other, Kaplan Professional Education
2026, Accredited Aged Care Professional, Professional Designations, Aged Care Steps

When adviser first provided advice:
2023
Membership of professional associations:

Financial Advice Association of Australia (FAAA)

Disciplinary action by ASIC:
None
Location:
Level 3, Suite 2B, 50 Belmore St
Penrith  NSW  2750
AFS licence holder name:
Ri Advice Group Pty Ltd
AFS licence number:
000238429
Licence controlled by:
Rhombus Enterprises Pty Ltd ~ Insignia Financial Ltd [Date Ceased: 19/07/2024] ~ Australia And New Zealand Banking Group Limited [Date Ceased: 05/10/2018]
It's prudent to check an adviser's latest status on ASIC's Financial Advisers Register ».