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:

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