Anthony Frank Gilbert – Financial Adviser
Adviser identifying number: 245947
Status: Current
Adviser’s ABN: 60038249725
The year the Financial Adviser first provided advice: 1995
Name of the licence holder: FYG PLANNERS PTY LTD
Licence number: 224543
Licensee’s ABN: 55094972540
Licence controlled by: The Trustee for Mancell Family Trust
The date the Financial Adviser commenced the appointment: 16/02/2017
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: THE TRUSTEE FOR WSC GROUP – AUST WEALTH MANAGEMENT UNIT TRUST
Authorised Representative identifying number: 001232852
Authorised Representative’s ABN: 69557113626
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:
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Relevant qualifications and training:
- ASX Accredited Listed Products Adviser – LPAC Online
- Policy Statement 146 Knowledge Assessment – Integratec
Relevant memberships of professional bodies or industry associations: Chartered Accountants Australia and New Zealand (CA)
Anthony Frank Gilbert is authorised to provide advices on following products:
- Deposit and Payment Products / Non-basic Deposit Products
- Deposit & Payment Products – Non-Cash 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