Glen Gurney – Financial Adviser
Adviser identifying number: 236954
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2003
Name of the licence holder: FUTURO FINANCIAL SERVICES PTY LTD
Licence number: 238478
Licensee’s ABN: 30085870015
Licence controlled by: HIGHFIELD GROUP PTY LTD
The date the Financial Adviser commenced the appointment: 01/02/2008
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: FUTURO FINANCIAL SERVICES PTY LTD
Authorised Representative identifying number: 238478
Authorised Representative’s ABN: 30085870015
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:
- Chartered Accountant – The Institute of Chartered Accountants
- Diploma of Financial Planning – Kaplan
- Financial Planning Proper Authority Course – The Institute of Chartered Accountants
- Margin Lending and Geared Investements – Kaplan
- SMSF Specialisation Course – University of New South Wales
Relevant memberships of professional bodies or industry associations: Chartered Accountants Australia and New Zealand (CA)
Glen Gurney 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
- 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