Gillian Witham – Financial Adviser
Adviser identifying number: 1252978
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2017
Name of the licence holder: 5 WEALTH MANAGEMENT PTY LTD
Licence number: 314889
Licensee’s ABN: 50003640097
Licence controlled by:
The date the Financial Adviser commenced the appointment: 17/03/2017
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: 5 WEALTH MANAGEMENT PTY LTD
Authorised Representative identifying number: 314889
Authorised Representative’s ABN: 50003640097
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:
- Aged Care Professional – Aged Care Steps
- Graduate Diploma in Finance – Charles Sturt University
- Securities and Managed Funds – Kaplan
Relevant memberships of professional bodies or industry associations:
- Association of Financial Advisers (AFA)
- Financial Planning Association of Australia (FPA)
Gillian Witham 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
- Margin Lending Facility / Standard Margin Lending Facility