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