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