Ian Donald Gibson – Financial Adviser

Adviser identifying number: 1244783
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2006

Name of the licence holder: HALL CHADWICK WEALTH ADVISORY PTY LTD
Licence number: 485306
Licensee’s ABN:
Licence controlled by:

The date the Financial Adviser commenced the appointment: 05/07/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: HALL CHADWICK WEALTH ADVISORY PTY LTD
Authorised Representative identifying number: 485306
Authorised Representative’s ABN:

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 Financial Services (Finance/Mortgage Broking) – Kaplan Professional
• Diploma of Financial Services (Financial Planning) – Finsia
• Graduate Diploma of Applied Finance (major in Financial Planning) – Kaplan Professional
• Margin Lending and Geared INvestmetns – Kaplan Professional
• Self Managed Superannuation Funds – Kaplan Professional

Relevant memberships of professional bodies or industry associations: Financial Planning Association of Australia (FPA)

Ian Donald Gibson 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
• Old Law Securities Options Contracts and Warrants Securities