Gerald Mcavoy – Financial Adviser

Adviser identifying number: 338643
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2009

Name of the licence holder: PPS LIFESTYLE SOLUTIONS PTY LTD
Licence number: 247839
Licensee’s ABN: 13051228641
Licence controlled by: AMP LIMITED

The date the Financial Adviser commenced the appointment: 29/06/2009
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: PPS LIFESTYLE SOLUTIONS PTY LTD
Authorised Representative identifying number: 247839
Authorised Representative’s ABN: 13051228641

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:

  • Advanced Diploma of Financial Services (Financial Planning)? – International Institute of Technology Pty Ltd (IIT)
  • Diploma of Financial Services (Financial Planning) – Kaplan Education Pty Ltd

Relevant memberships of professional bodies or industry associations:

  • Financial Planner AFP (FPA)
  • Financial Planning Association of Australia (FPA)

Gerald Mcavoy is authorised to provide advices on following products:

  • Deposit and Payment Products / Non-basic Deposit Products
  • Derivatives
  • 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