Jacob Neil Wilkins

Name
Jacob Neil Wilkins
ID
453790
ABN
First Provided Advice
2014

Qualifications

Details on the qualifications or training courses the adviser has completed that are relevant to providing financial services

  • 2010 - Bachelor of Commerce - Finance - Bachelor Degree (AQF 7) - Griffith University
  • 2013 - Diploma of Financial Planning (FNS50611) - Diploma (AQF 5) - Pinnacle
  • 2016 - Self-Managed Superannuation Fund - Other - Financial Education Professionals
  • 2018 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Deakin University

Memberships

Details of memberships of professional bodies or industry associations relevant to providing financial services

  • Financial Advice Association of Australia (FAAA)

Licencee

Status
Ceased
Licence Holder
Cobalt Advisers Pty Ltd (#512550)
Commenced
Aug. 15, 2019
Ceased
Nov. 30, 2020
Status
Ceased
Licence Holder
Fortnum Private Wealth Ltd (#357306)
Commenced
March 1, 2022
Ceased
June 3, 2022
Status
Ceased
Licence Holder
Sfds Pty Ltd (#509493)
Commenced
Sept. 27, 2021
Ceased
Jan. 7, 2022
Status
Current
Licence Holder
Interprac Financial Planning Pty ltd (#246638)
Commenced
July 1, 2022

Skills

  • Provide Financial Product Advice - Carbon Credits/Carbon Unit
  • Provide Financial Product Advice - Deposit and Payment Products/Non-basic Deposit Products
  • Provide Financial Product Advice - Deposit & Payment Products – Non-Cash Deposit Products
  • Provide Financial Product Advice - Derivatives
  • Provide Financial Product Advice - Derivatives/Derivatives - Wool only
  • Provide Financial Product Advice - Derivatives/Derivatives - Electricity only
  • Provide Financial Product Advice - Derivatives/Derivatives - Grain only
  • Provide Financial Product Advice - Foreign Exchange Contracts
  • Provide Financial Product Advice - Government Debentures, Stocks or Bonds
  • Provide Financial Product Advice - Life Products/Investment Life Insurance Products
  • Provide Financial Product Advice - Life Products/Life Risk Insurance Product
  • Provide Financial Product Advice - Life Products/Life Products - Consumer Credit Insurance Only
  • Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, excluding IDPS
  • Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, including IDPS
  • Provide Financial Product Advice - Managed Investment Schemes/IDPS Only
  • Provide Financial Product Advice - Managed Investment Schemes/Own Managed Investment Scheme Only
  • Provide Financial Product Advice - Managed Investment Schemes/Horse Racing Syndicate
  • Provide Financial Product Advice - Managed Investment Schemes/Timesharing Scheme
  • Provide Financial Product Advice - Managed Investment Schemes/MDA Services
  • Provide Financial Product Advice - Retirement Savings Account Products
  • Provide Financial Product Advice - Securities
  • Provide Financial Product Advice - Superannuation
  • Provide Financial Product Advice - Superannuation/Self-Managed Superannuation Fund
  • Provide Financial Product Advice - Superannuation/A person's existing holding in a superannuation product
  • Provide Financial Product Advice - Margin Lending Facility/Standard Margin Lending Facility
  • Provide Financial Product Advice - Margin Lending Facility/Non-Standard Margin Lending Facility
  • Provide Financial Product Advice - Carbon Credits/Australian Carbon Credit Unit
  • Provide financial product advice/Carbon Credits/Eligible International Emissions Unit
  • Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products - MDA Services
  • Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Risk Products
  • Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products
  • Provide Financial Product Advice - FHSA Issued non ADI
  • Old Law Securities Options Contracts and Warrants Securities
  • Old Law Futures Contracts and Warrants
  • Managed Investment Schemes (Registered or Unregistered)
  • Securities – Debentures Managed Investment Schemes
  • All Securities
Status
Ceased
Licence Holder
Gps Wealth Ltd (#254544)
Commenced
June 29, 2016
Ceased
Nov. 14, 2016
Status
Ceased
Licence Holder
Infocus Securities Australia Pty Ltd (#236523)
Commenced
Jan. 6, 2018
Ceased
Jan. 9, 2019
Status
Ceased
Licence Holder
Nextgen Financial Group Pty Ltd (#240938)
Commenced
April 12, 2017
Ceased
Jan. 5, 2018
Status
Ceased
Licence Holder
Wilkins Financial Planning Pty Ltd (#448787)
Commenced
Feb. 19, 2014
Ceased
June 29, 2016