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:

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