Jonothan Alexander Wilson Gourlay – Financial Adviser

Adviser identifying number: 1237314
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2004

Name of the licence holder: MUTUAL TRUST PTY LTD
Licence number: 234590
Licensee’s ABN: 71004285330
Licence controlled by:

The date the Financial Adviser commenced the appointment: 01/11/2015
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: MUTUAL TRUST PTY LTD
Authorised Representative identifying number: 234590
Authorised Representative’s ABN: 71004285330

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:

• Bachelor of Arts – Melbourne University
• Graduate Diploma of Applied Finance – Kaplan
• Masters of Applied Finance – Kaplan

Relevant memberships of professional bodies or industry associations:

Jonothan Alexander Wilson Gourlay is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit Products
• Managed Investment Schemes / Managed Investment Schemes, including IDPS
• Managed Investment Schemes / MDA Services
• Securities
• Margin Lending Facility / Standard Margin Lending Facility