Gerald Kingsley Mayfield – Financial Adviser

Adviser identifying number: 224768
Status: Current
Adviser’s ABN: 40124671824
The year the Financial Adviser first provided advice: 1989

Name of the licence holder: MAYFIELD INVESTMENT SERVICES PTY LTD
Licence number: 315163
Licensee’s ABN: 31124731362
Licence controlled by:

The date the Financial Adviser commenced the appointment: 29/08/2007
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: MAYFIELD INVESTMENT SERVICES PTY LTD
Authorised Representative identifying number: 315163
Authorised Representative’s ABN: 31124731362

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 Business – Deakin University
  • CPA Membership – CPA
  • FPA Membership – FPA

Relevant memberships of professional bodies or industry associations:

  • CPA Australia (CPA)
  • Financial Planning Association of Australia (FPA)
  • Finsia

Gerald Kingsley Mayfield 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