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:

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