Gerard Wilkes & Associates

offers a variety of specialised services and provides expert financial, business and tax advice. We have a superior grasp of business and are committed to achieving the best for you. We continually maintain our professional education and development to ensure that our knowledge and expertise is of the highest standard. Through our network of associates Gerard Wilkes & Associates can assist in all taxation, investment, insurance and estate planning matters.

The services our firm provides are:

Self Managed Superannuation Funds – establishment, administration and specialist advice.

Small Business Income Tax Specialists.

Personal Insurance including all matters concerning Income Protection, Life insurance, TPD and Trauma Insurances.

Estate Planning including facilitation of wills to maximise asset protection

Direct Share Investments and Wealth Creation both within Super and external

Corporate Compliance including establishment of business and investment structures

Home & business Finance and Debt Restructuring.

 

Wilkes Rose Financial Strategy

Wilkes Rose Logo

 

As an extension to our family owned accounting firm, we have formed our financial planning business, Wilkes Rose Financial Planning Strategy Pty Ltd. Gerard Wilkes, Shannon Wilkes together with John Rose are Authorised Representatives of MCA Financial Planners Pty Ltd. Their combined experience in the financial services industry of over 60 years can tailor a strategy that best suits your investment requirements and needs with a view to creating long term wealth. We are committed to our clients’ overall asset and wealth protection and the restructuring strategies to create an effective estate plan.

 

 

 

 

 

 

Our Advisers

We have a history of providing quality advice and excellent service to our clients. We have helped many clients, like you, to achieve their goals. So whatever your financial ‘wants’ or concerns may be, we can help in providing a solution.

The right advice

Our promise is that the advice you receive from us will be researched and tailored to your situation and ‘wants.’

Why Choose Us?

When you choose Wilkes Financial you receive and achieve:

Direction

Confidence

Professional Integrity

Freedom

Control

Flexibility

Peace of mind

Purpose

Success

 

 

This information is of a general nature only and has been provided without taking account of your objectives, financial situation or needs. Because of this, we recommend you consider, with or without the assistance of a financial adviser, whether the information is appropriate in light of your particular needs and circumstances Gerard Wilkes, Shannon Wilkes  and John Rose are authorised representatives of MCA Financial Planners Pty Ltd. Your adviser may offer you services through Wilkes Rose Financial Strategy and Gerard Wilkes & Associates which are each separate businesses. Although the same Adviser may offer you services under the above businesses, each business is solely and separately responsible for the advice they each provide.  In particular, MCA Financial Planners Pty Ltd is only responsible for the financial planning services provided by Gerard Wilkes, Shannon Wilkes and John Rose.

 

 

 

Blair Wilkes is an Authorised Representative of The SMSF Experts Pty Ltd

The SMSF Expert Pty Ltd is privately owned and is not controlled by any financial institution/s such as a fund manager, bank or insurance company.

Our Services

I can provide you with the following advice and services:

Financial product advice for the following classes of financial products:

Superannuation limited to:

Self-Managed superannuation fund;

A persons existing holding in a superannuation product but only to the extent required for:

Making a recommendation that the person establish a self-managed superannuation fund; and

Providing advice to the person on contributions or pensions under a superannuation product;

Provide class of financial product advice for the following classes of financial products:

Superannuation; and

Deal in a financial product by:

Arranging for another person to issue, apply for, acquire, vary or dispose of a financial product in respect of the following classes of financial products:

Superannuation limited to:

Self-managed superannuation fund; and

Arranging for another person to apply for, acquire, vary or dispose of financial products in respect of the following classes of financial products:

Superannuation limited to:

Self-managed superannuation fund.

Where you feel you need additional advice to the products listed above, I advise you to seek the services of a full Australian Financial Services Licensee.

 

Wilkes Financial Pty Ltd as trustee for Wilkes Financial
is an Authorised Representative of
The SMSF Experts Pty Ltd

ABN 17 155 686 356 AFSL No 445113