- Home
- Financial Advisers Australia (FAA)
- Jacob Neil Wilkins
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