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