Ian Ross Gillies – Financial Adviser
Adviser identifying number: 435168
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1985
Name of the licence holder: HAMILTON WEALTH MANAGEMENT PTY LTD
Licence number: 440046
Licensee’s ABN: 84155674043
Licence controlled by: HAMILTON WEALTH MANAGEMENT PTY LTD
The date the Financial Adviser commenced the appointment: 19/08/2013
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: HAMILTON WEALTH MANAGEMENT PTY LTD
Authorised Representative identifying number: 440046
Authorised Representative’s ABN: 84155674043
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:
- BBus – RMIT
- Certificate 4 in Training and Assessment – FPA
- Certified Financial Planner – FPA
- Diploma of Financial Planning – FPA
- Securities Institute Certificate – Securities Institute of Australia
Relevant memberships of professional bodies or industry associations:
- Financial Planning Association of Australia (FPA)
- Financial Services Institute of Australia
- Society of Trust and Estate Practicioners
Ian Ross Gillies 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