Ray Wilkinson

B Com, LLB (hons), Dip F.S.(FP), Dip Ed, FACE, AFA

ADVISER

QUALIFICATION & EXPERIENCE

Ray worked as a teacher and Principal in secondary schools. Whilst he was a Principal, he was appointed to the Teacher Registration Board as the representative of Secondary Principals on the Registration Board. He was then appointed to a full-time position on the Merit Protection Board’s hearing appeals and grievances, a position he filled for 14 years. Ray is the Chairman of ASCA, a not for profit organisation that exists to help schools purchase products at discount prices. He is also a Director of a charitable trust that was established to provide support for the education and welfare of disadvantaged school-age children. He has retained an interest in school and is the Treasurer of a school council. Ray has been a senior member of RV’s specialist planning team since 2005.

Ray holds a Bachelor of Commerce degree, an Honours Law Degree, a Diploma of Education, is a Fellow of the Australian College of Educators, and holds a Diploma of Financial Services (Financial Planning).

Ray enjoys classical music, reading and travel, especially to Europe each year.

SERVICES OFFERED
  • Personal Insurance
  • Investments
  • Superannuation
  • Retirement planning
  • Budget/cashflow management
  • Centrelink/DVA
  • Debt management
  • Estate planning
PRODUCTS OFFERED
  • Life insurance products
  • Retirement savings accounts
  • Superannuation
  • Managed investment funds
  • Deposit products
  • Investment bonds
  • Pensions and annuities