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