Ronald Gordon Newell – Financial Adviser

Adviser identifying number: 232623
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1987

Name of the licence holder: NEWELL FINANCIAL PLANNING PTY LTD
Licence number: 384927
Licensee’s ABN: 88105586954
Licence controlled by:

The date the Financial Adviser commenced the appointment: 01/02/2011
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: NEWELL FINANCIAL PLANNING PTY LTD
Authorised Representative identifying number: 384927
Authorised Representative’s ABN: 88105586954

Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:

Address:
Contact phone number:
Working hours:

Relevant qualifications and training:

• Certified Financial Planner – Financial Planning Assoc.
• Certified Financial Planner – Financial Planning Assoc.
• Diploma of Financial Planning – Deakin University
• Diploma of Financial Planning – Deakin University
• SMS Specialist Adviser – SMSF Association
• SMS Specialist Adviser – SMSF Association

Relevant memberships of professional bodies or industry associations:

• Financial Planning Association of Australia (FPA)
• Financial Planning Association of Australia (FPA)
• SMSF Association
• SMSF Association

Ronald Gordon Newell is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit Products
• Government Debentures, Stocks or Bonds
• Retirement Savings Account Products
• Securities
• Superannuation