Gerard Wilkie

Uprise Financial Services Pty Ltd

9 Yrs Experience
Claremont, WA 6010

Most people feel overwhelmed thinking about their financial future, so we created a one-page plan to get your entire financial house in order, so you can spend more time focusing on living your best life.


  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Cashflow & Income
  • Growing Assets
  • Budgeting
My fees
Get in touch

I charge fixed dollar based fees (rather than a percentages of investment balance) based on the complexity of the advice.

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.98
  • Number of reviews 20
  • First year providing advice 2015
  • Years of experience 9
  • Highest qualification
    • Bachelor of Commerce
  • Language spoken
    • English

Uprise Financial Services Pty Ltd

Level 3, 3a Davies Rd
Claremont, WA 6010

Opening hours

  • 8:00am – 6:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
  • Video call
    Video call

Licensed by

Uprise Financial Services Pty Ltd

AFSL 523207