Gilbert Gordon – Financial Adviser

Adviser identifying number: 263812
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2004

Name of the licence holder: RI ADVICE GROUP PTY LTD
Licence number: 238429
Licensee’s ABN: 23001774125
Licence controlled by: AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED

The date the Financial Adviser commenced the appointment: 07/12/2012
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: RI ADVICE GROUP PTY LTD
Authorised Representative identifying number: 238429
Authorised Representative’s ABN: 23001774125

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 Mathematics with Computer Science and Bachelor of Engineering – The University of Newcastle
• Certificate Course Investment and Personal Financial Planning – Investment Training College
• Certified Financial Planner – FPA
• Diploma of Financial Planning – Deakin University
• Margin Lending and Geared Investments – Kaplan

Relevant memberships of professional bodies or industry associations: Financial Planning Association of Australia (FPA)

Gilbert Gordon is authorised to provide advices on following products:

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