Gregory Stormont – Financial Adviser
Adviser identifying number: 1005771
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1987
Name of the licence holder: SENTINEL PRIVATE WEALTH PTY LTD
Licence number: 344762
Licensee’s ABN: 45141149304
Licence controlled by:
The date the Financial Adviser commenced the appointment: 06/06/2017
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: SENTINEL PRIVATE WEALTH PTY LTD
Authorised Representative identifying number: 344762
Authorised Representative’s ABN: 45141149304
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:
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Relevant qualifications and training:
- Accredited Derivatives Adviser Level 1 Exam – Kaplan Professional Education
- Diploma of Financial Services (FNB50199) – Australian Financial Markets Association
- Margin Lending Accreditation Program – Stockbrokers Association of Australia
- Superannuation Accreditation Program – Stockbrokers Association of Australia
Relevant memberships of professional bodies or industry associations: Financial Planning Association of Australia (FPA)
Gregory Stormont is authorised to provide advices on following products:
- Deposit and Payment Products / Non-basic Deposit Products
- Derivatives
- Government Debentures, Stocks or Bonds
- Managed Investment Schemes / Managed Investment Schemes, including IDPS
- Securities
- Superannuation
- Margin Lending Facility / Standard Margin Lending Facility