Gary Spencer – Financial Adviser
Adviser identifying number: 435717
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1998
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: 25/01/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: THE TRUSTEE FOR NJJ FAMILY TRUST
Authorised Representative identifying number: 1238849
Authorised Representative’s ABN: 90906709931
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 – Murdoch University
- Graduate Diploma of Applied Finance and Investment – Securities Institute
- Margin Lending – Financial Essentials
Relevant memberships of professional bodies or industry associations:
- CFP – Certified Financial Planner (FPA)
- Chartered Accountants Australia and New Zealand (CA)
- Financial Planning Association of Australia (FPA)
Gary Spencer 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