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