Gerard Witts – Financial Adviser
Adviser identifying number: 253145
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1990
Name of the licence holder: MCMILLAN FINANCIAL PLANNING PTY LTD
Licence number: 239645
Licensee’s ABN: 90074586217
Licence controlled by: Angus Management Trust
The date the Financial Adviser commenced the appointment: 05/01/2004
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: MCMILLAN FINANCIAL PLANNING PTY LTD
Authorised Representative identifying number: 239645
Authorised Representative’s ABN: 90074586217
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:
- Certified Practising Accountant – CPA
- Diploma of Financial Services – Integratec
Relevant memberships of professional bodies or industry associations:
- CPA Australia (CPA)
- Financial Planning Association of Australia (FPA)
- Tax Practitioners Board
Gerard Witts 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
- Managed Investment Schemes / Managed Investment Schemes, including IDPS
- Retirement Savings Account Products
- Securities
- Superannuation