Robert Gertskis – Financial Adviser

Adviser identifying number: 1246981
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2016

Name of the licence holder: ORD MINNETT LIMITED
Licence number: 237121
Licensee’s ABN: 86002733048
Licence controlled by: IOOF HOLDINGS LTD

The date the Financial Adviser commenced the appointment: 26/08/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: ORD MINNETT LIMITED
Authorised Representative identifying number: 237121
Authorised Representative’s ABN: 86002733048

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 – University of Sydney
  • Bachelor of Commerce – University of Sydney
  • Diploma of Financial Planning – Kaplan
  • Diploma of Financial Planning – Kaplan
  • RG146 – Core 1 Securities & Managed Investments – Stockbroker Association of Australia
  • RG146 – Core 1 Securities & Managed Investments – Stockbroker Association of Australia

Relevant memberships of professional bodies or industry associations:

Robert Gertskis is authorised to provide advices on following products:

  • Deposit and Payment Products / Non-basic Deposit Products
  • Government Debentures, Stocks or Bonds
  • Managed Investment Schemes / Managed Investment Schemes, including IDPS
  • Retirement Savings Account Products
  • Securities
  • Superannuation
  • Margin Lending Facility / Standard Margin Lending Facility