Gerard Wilkie
UPRISE FINANCIAL PTY LTD · Claremont WA 6010 · Advising since 2015
- Register · ASICRegisteredAs at 10 Sep 2026
- Adviser saysNot claimedUnclaimed profile
- Clients sayNo reviews yetReviews on Souffle
- Souffle checkedNot checkedUnclaimed profile
Registration and authorisation
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
- ASIC adviser number
- 001233167
- Registration status
- Registered
- Adviser type
- Financial Adviser
- Authorised by
- UPRISE FINANCIAL SERVICES PTY LTD · AFSL 523207Through authorised representative UPRISE FINANCIAL PTY LTD (no. 001283951)Since 16 October 2020
- Principal business address
- Claremont WA 6010
- First year providing advice
- 2015
- Can provide tax (financial) advice
- Yes
- Memberships
- Financial Advice Association of Australia (FAAA)
- Further restrictions
- None recorded
Authorised to advise on
The product areas ASIC records this adviser as legally authorised to advise on — which is not the same as the services they choose to offer.
- Non-basic deposit products
- Government debentures, stocks or bonds
- Investment life insurance products
- Life risk insurance products
- Managed investment schemes, including IDPS
- Retirement savings account products
- Securities
- Superannuation
Conduct and compliance
- Disciplinary action
- None recorded on the register
- CPD requirements not met
- No year recorded
Shown exactly as ASIC publishes it. Souffle does not score, summarise or remove register entries.
Work history
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
Every appointment as a financial adviser that the register records, newest first.
- CURRENTOct 2020 – presentUPRISE FINANCIAL SERVICES PTY LTD · AFSL 523207Through authorised representative UPRISE FINANCIAL PTY LTD (no. 001283951)
- CEASEDOct 2020 – Oct 2020UPRISE FINANCIAL SERVICES PTY LTD · AFSL 523207
- CEASEDFeb 2018 – May 2020FUTURO FINANCIAL SERVICES PTY LTD · AFSL 238478
- CEASEDJul 2016 – Jan 2018FINANCIAL WISDOM LIMITED · AFSL 231138
- CEASEDJun 2015 – Jul 2016BW FINANCIAL ADVICE PTY LIMITED · AFSL 230727
Qualifications
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
Ethics and Professionalism in Financial Advice FPC002B
Kaplan Professional · 2020 · Bridging Course - Ethics
SMSF Certificate
Kaplan Professional · 2019
Advanced Diploma of Financial Planning
Kaplan Professional · 2017 · Advanced Diploma (AQF 6)
Diploma of Financial Planning
Kaplan Professional · 2014
Bachelor of Commerce
University of Western Australia · 2012 · Bachelor Degree (AQF 7)
The education level (AQF) appears only where ASIC records one. It is never inferred from a qualification's name.
About and fees
Not yet provided by the adviser
This profile was created from the public ASIC register. A description of the services offered, the fees charged and who the adviser works with appears here once Gerard Wilkie claims the profile.
Reviews
Not yet reviewed
No client has reviewed Gerard Wilkie on Souffle yet.
Contacting Gerard Wilkie
The principal business address ASIC records, which is suburb, state and postcode only — no street address.
UPRISE FINANCIAL PTY LTD
Authorised by UPRISE FINANCIAL SERVICES PTY LTD · AFSL 523207
- PHONENOT PUBLISHED
The ASIC register doesn't include advisers' phone numbers.
- EMAILNOT PUBLISHED
The ASIC register doesn't include email addresses either.
- ENQUIRY VIA SOUFFLEOPENING SOON
Private enquiries through Souffle aren't open yet. Until then, contact the practice or licensee named here.
- PROFILE CLAIMUNCLAIMED
Once Gerard Wilkie claims this profile, their own contact options can appear here.
Register information: ASIC Financial Advisers Dataset, © Australian Securities & Investments Commission, used under the Creative Commons Attribution 3.0 Australia licence. Souffle is not affiliated with ASIC, and ASIC does not endorse this page.
For advisers
Is this your profile?
Claim it to add your services, fees and availability — the Souffle team checks every claim against the ASIC register. Souffle is also practice software built for Australian advisers.