Gerard Wilkie

Uprise Financial Services Pty Ltd

Silver
7 Yrs Experience
Claremont, WA 6010
Setting clients free from the rat race and onto a path of a meaningful life, based on their values and their dreams. I’m passionate about the idea that values based advice can change people lives and enrich their lifestyles. I enjoy taking my clients on the journey to gain insight into their goals and the values upon which they’re based, something very few people in society achieve.  So many people live life without any plan or thought of the future going through the motions on auto pilot. I want to partner with clients and guide them through important financial decisions. This partnership needs to be based on a foundation of trust and a commitment from all involved to achieving written goals. The biggest compliment you can give me is to refer your family, friends and colleagues.  I would love the opportunity to partner with them. I have been working within Wealth Management since 2009 and have a Bachelor of Commerce (Finance and Accounting), Bachelor of Exercise and Sport Science and an Advanced Diploma of Financial Planning. I hold an AFP Practitioner Membership within the Financial Planning Association.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

Recent reviews

At a glance

  • Adviser status Silver
  • Rating 4.95
  • Number of reviews 7
  • First year providing advice 2015
  • Years of experience 7
  • 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

Licensed by

Uprise Financial Services Pty Ltd

AFSL 523207

4.95
7 Reviews
5
4
3
2
1
5.00
Clear communication
4.70
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—7 of 7

Sort by

5.00

"Gerard was recommended to me by a family member who also works in finance and attested to Gerard’s extensive knowledge in all areas of financial management. Gerard has given me advise on superannuation, managed investment, insurances and general financial tools. Gerard’s information was always well presented, easy to understand and his choices were always backed by statistical data. After our implementation follow-up meeting it is evident that Gerard made fantastic and informed choices in all areas of advise given. I would highly recommend Gerard and his services to anyone wishing to get the most out of there money currently and into the future."

  • Superannuation
  • Insurance Protection
  • Cashflow & Income
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Neither of us understand the intracacies around super and retirement planning. We had seen a few financial planners who seemed to be simply pushing company products. Gerard has been brilliant in guiding us through to a retirement plan. His truely independent and ethical advise gives us ongoingly peace of mind and security for our financial future."

  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Tax Strategies
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"'We have been clients of Gerard's since 2015 before I retired in 2016. Gerard has been a great assistance in providing us with clear and concise direction to help us to adjust to life in retirement, that has included management of our various portfolio's. This has enabled us to have trust in our future financial security comforted in the knowledge that our assets are being well managed and reviewed on a regular basis. Gerard listens and provides valuable feedback on current market trends and in consultation provides clear strategies for us to have confidence in our financial well being going forward'. David & Jan Aslett"

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Gerard has been a breath of fresh air for me as previously I wasn’t trusting of receiving financial advice or planning from most of those in the market. But in working with Gerard (who came via a referral from a friend) he is very knowledgeable, does his research and comes back with data and rationale to enable you to make the right choices for your future. I have already recommended him to my family and friends."

  • Superannuation
  • Self Managed SuperFunds
  • Margin Lending
  • Complex Investments
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"We have been working with Gerard for many years now. My husband and I are both retired and we wanted to find someone that we could trust to manage our life savings in a responsible and capable way. We have a great relationship with Gerard and always found him to be honest, personable and trustworthy. He has been managing our super fund in a proactive manner and has a focus on managing risk and conserving our capital which has given us peace of mind in retirement. We would highly recommend Gerard to others who need financial advice and I’m sure they will have a positive experience."

  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Having two small children we felt that it was important to create financial security for the future. With a comprehensive review Gerard looked into all facets of our finances, including cash flow, full review and revision of our superannuation, revised and setup our life insurance/income protection and he set up an educational growth account for us to invest into for our children's education. He provided us with exceptional advice and we have no hesitation in recommending him."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Gerard provides an outstanding level of client service. He is very knowledgable and detailed in his explanations. As a new investor, Gerard was able to guide me with making well educated and informed decisions about my investment options. He is highly professional and was able to answer all of my questions. I have no hesitation in recommending Gerard to assist with any of your financial queries."

  • Superannuation
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—7 of 7

My clients have reviewed me based on the following areas of advice

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Bachelor of Commerce

Level
7 - Bachelor Degree
Institution
The University of Western Australia (UWA)
Completed
2012

Diploma of Financial Planning (DFP 1-8)

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2014

Certificate in Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2019

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2017

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Associate
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