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