Greg Christopher Rundle – Financial Adviser

Adviser identifying number: 1004830
Status: Current
Adviser’s ABN: 68844070432
The year the Financial Adviser first provided advice: 2000

Name of the licence holder: 360PRIVATE WEALTH BY DESIGN PTY LIMITED
Licence number: 458669
Licensee’s ABN: 44169464135
Licence controlled by:

The date the Financial Adviser commenced the appointment: 28/07/2014
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: 360PRIVATE WEALTH BY DESIGN PTY LIMITED
Authorised Representative identifying number: 000458669
Authorised Representative’s ABN: 44169464135

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:

You might be interested in:

>>>Why You Don’t Need to Hire a Financial Adviser?

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Relevant qualifications and training:

Certificate IV in Finance and Mortgage Broking – Kaplan Professional
Certificate of Public Practice – Institute of Chartered Accountant (Australia & New Zealand)
Certified Financial Planner (CFP) – Financial Planning Association
Graduate Diploma of Applied Finance & Investment – Securities Institute
Margin Lending and Geared Investment – Kaplan Professional

Relevant memberships of professional bodies or industry associations:

Chartered Accountants Australia and New Zealand (CA)
Financial Services Institute of Australasia

Greg Christopher Rundle 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