Ronald Gordon Newell – Financial Adviser

Adviser identifying number: 232623
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1987

Name of the licence holder: SECURINVEST FINANCIAL PLANNERS PTY. LTD.
Licence number: 223280
Licensee’s ABN: 38005526992
Licence controlled by:

The date the Financial Adviser commenced the appointment: 16/04/2014
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: SECURINVEST FINANCIAL PLANNERS PTY. LTD.
Authorised Representative identifying number: 223280
Authorised Representative’s ABN: 38005526992

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:

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Relevant qualifications and training:

Certified Financial Planner – Financial Planning Assoc.
Certified Financial Planner – Financial Planning Assoc.
Diploma of Financial Planning – Deakin University
Diploma of Financial Planning – Deakin University
SMS Specialist Adviser – SMSF Association
SMS Specialist Adviser – SMSF Association

Relevant memberships of professional bodies or industry associations:

Financial Planning Association of Australia (FPA)
Financial Planning Association of Australia (FPA)
SMSF Association
SMSF Association

Ronald Gordon Newell 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
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