Cynthia Gerrard – Financial Adviser
Adviser identifying number: 1004175
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2013
Name of the licence holder: HSBC BANK AUSTRALIA LIMITED
Licence number: 232595
Licensee’s ABN: 48006434162
Licence controlled by:
The date the Financial Adviser commenced the appointment: 17/07/2015
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: HSBC BANK AUSTRALIA LIMITED
Authorised Representative identifying number: 000232595
Authorised Representative’s ABN: 48006434162
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:
- Advanced Diploma – Financial Planning – Kaplan Professional
- Bachelor Degree – Victoria University of Wellington
- Diploma – Financial Planning – Kaplan Professional
Relevant memberships of professional bodies or industry associations: Financial Planning Association of Australia (FPA)
Cynthia Gerrard is authorised to provide advices on following products:
- Deposit and Payment Products / Non-basic Deposit Products
- Life Products / Investment Life Insurance Products
- Managed Investment Schemes / Managed Investment Schemes, including IDPS