Gordon Mcroberts – Financial Adviser
Adviser identifying number: 381908
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2008
Name of the licence holder: SENTRY FINANCIAL SERVICES PTY LTD
Licence number: 286786
Licensee’s ABN: 30113531034
Licence controlled by: SENTRY GROUP PTY LTD
The date the Financial Adviser commenced the appointment: 13/07/2015
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: GOODLIFE FINANCIAL PLANNING (WA) PTY. LTD.
Authorised Representative identifying number: 428577
Authorised Representative’s ABN: 93145126236
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:
- Advanced Diploma of Financial Services (Financial Planning)? – RG146 Mentor Education Group
- Diploma of Financial Services (Financial Planning)? – Mentor Education Pty Ltd
- Self Managed Superannuation Funds – Kaplan Education Pty Ltd
Relevant memberships of professional bodies or industry associations:
Gordon Mcroberts 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