Andrew Robert Gricks – Financial Adviser

Adviser identifying number: 1000888
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1981

Name of the licence holder: FINPAC FINANCIAL ADVISORS PTY. LTD.
Licence number: 237820
Licensee’s ABN: 74010494489
Licence controlled by: Gricks Family Trust

The date the Financial Adviser commenced the appointment: 02/01/2004
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: FINPAC FINANCIAL ADVISORS PTY. LTD.
Authorised Representative identifying number: 237820
Authorised Representative’s ABN: 74010494489

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:

• Bachelor of Commerce – James Cook University
• Certified Financial Planner – FPA
• Fellow Institute of Public Accountants – IPA
• Graduate Diploma in Applied Finance & Investment – FINSIA
• Registered Tax Agent – Tax Practitioners Board

Relevant memberships of professional bodies or industry associations:

• Financial Planning Association of Australia (FPA)
• Financial Services Institute of Australasia
• Institute of Public Accountants (IPA)
• Taxation Institute of Australia

Andrew Robert Gricks is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit Products
• Government Debentures, Stocks or Bonds
• Life Products / Investment Life Insurance Products
• Life Products / Life Risk Insurance Products
• Managed Investment Schemes / Managed Investment Schemes, including IDPS
• Retirement Savings Account Products
• Securities
• Superannuation
• Margin Lending Facility / Standard Margin Lending Facility