Richard Gourlay – Financial Adviser

Adviser identifying number: 348241
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2010

Name of the licence holder: FIRST FINANCIAL PTY LTD
Licence number: 481098
Licensee’s ABN:
Licence controlled by:

The date the Financial Adviser commenced the appointment: 01/03/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: FIRST FINANCIAL PTY LTD
Authorised Representative identifying number: 481098
Authorised Representative’s ABN:

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 Commerce (Finance and Arts) – University of Tasmania
• CFP – Certified Financial Planner – Financial Planning Association of Australia
• Diploma of Financial Planning – Politechnic Tasmania

Relevant memberships of professional bodies or industry associations: Financial Planning Association of Australia (FPA)

Richard Gourlay is authorised to provide advices on following products:

• Life Products / Investment Life Insurance Products
• Life Products / Life Risk Insurance Products
• Managed Investment Schemes / Managed Investment Schemes, including IDPS
• Retirement Savings Account Products
• Superannuation