Gary Croese – Financial Adviser
Adviser identifying number: 231976
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2001
Name of the licence holder: COUNT FINANCIAL LIMITED
Licence number: 227232
Licensee’s ABN: 19001974625
Licence controlled by: COMMONWEALTH BANK OF AUSTRALIA
The date the Financial Adviser commenced the appointment: 01/07/2003
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: COUNT FINANCIAL LIMITED
Authorised Representative identifying number: 227232
Authorised Representative’s ABN: 19001974625
Disciplinary actions start date against the Financial Adviser: 10/08/2006
Disciplinary actions end date against the Financial Adviser: 09/08/2008
Disciplinary action type: Prohibited from providing any financial services for two years (conditions apply).
Address:
Contact phone number:
Working hours:
Relevant qualifications and training: Bachelor of Business (Accounting) – Charles Sturt University
Relevant memberships of professional bodies or industry associations: CPA Australia (CPA)
Gary Croese 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