Or Giladi – Financial Adviser

Adviser identifying number: 329213
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2008

Name of the licence holder: SYNCHRONISED BUSINESS SERVICES PTY LTD
Licence number: 243313
Licensee’s ABN: 33007207650
Licence controlled by:

The date the Financial Adviser commenced the appointment: 27/08/2008
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: SYNCHRONISED BUSINESS SERVICES PTY LTD
Authorised Representative identifying number: 243313
Authorised Representative’s ABN: 33007207650

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 (Honours) – Monash University
  • Bachelor of Arts – University of Melbourne
  • Diploma of Financial Services (Financial Planning) – Mentor Education
  • Margin Lending – Knowledge and Skills – Kaplan
  • Self Managed Superannuation Funds – Mentor Education

Relevant memberships of professional bodies or industry associations: Association of Financial Advisers (AFA)

Or Giladi 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
  • Superannuation
  • Margin Lending Facility / Standard Margin Lending Facility