Paul Stephen Gerrard – Financial Adviser

Adviser identifying number: 256666
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1986

Name of the licence holder: APT STRATEGY PTY LTD
Licence number: 226898
Licensee’s ABN: 81058368362
Licence controlled by:

The date the Financial Adviser commenced the appointment: 10/12/2003
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: APT STRATEGY PTY LTD
Authorised Representative identifying number: 226898
Authorised Representative’s ABN: 81058368362

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 Economics – Flinders University
• Master of Business Administration – University of Adelaide

Relevant memberships of professional bodies or industry associations:

Paul Stephen Gerrard 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
• Managed Investment Schemes / Managed Investment Schemes, including IDPS
• Retirement Savings Account Products
• Securities
• Superannuation