Robert Jeffrey Gould – Financial Adviser
Adviser identifying number: 350935
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1986
Name of the licence holder: FYG PLANNERS PTY LTD
Licence number: 224543
Licensee’s ABN: 55094972540
Licence controlled by: The Trustee for Mancell Family Trust
The date the Financial Adviser commenced the appointment: 20/08/2015
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: FORTUNE FINANCIAL ADVICE PTY LTD
Authorised Representative identifying number: 349276
Authorised Representative’s ABN: 25141315200
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 Degree – Business – Swinburne University
- Certificate – Accounting Public Practice – Australian Society of Certified Practising Accounants
- Diploma – Financial Services – Training Management Australia
- Other – Registered Tax Agent – Tax Agents Board
Relevant memberships of professional bodies or industry associations:
- CPA Australia (CPA)
- National Tax & Accountants’ Association (NTAA)
- SMSF Association
Robert Jeffrey Gould is authorised to provide advices on following products:
- Deposit and Payment Products / Non-basic Deposit Products
- Deposit & Payment Products – Non-Cash 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
- Retirement Savings Account Products
- Securities
- Superannuation
- Margin Lending Facility / Standard Margin Lending Facility