William Gerald Jenkin Gregerson – Financial Adviser
Adviser identifying number: 1001654
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1996
Name of the licence holder: BERKHOLTS INVESTMENTS PTY LTD
Licence number: 421310
Licensee’s ABN: 67156097602
Licence controlled by:
The date the Financial Adviser commenced the appointment: 04/07/2012
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: BERKHOLTS INVESTMENTS PTY LTD
Authorised Representative identifying number: 421310
Authorised Representative’s ABN: 67156097602
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 Economics – The University of Adelaide
- Master of Economics – The University of New South Wales
Relevant memberships of professional bodies or industry associations:
William Gerald Jenkin Gregerson is authorised to provide advices on following products:
- Deposit and Payment Products / Non-basic Deposit Products
- Derivatives
- Government Debentures, Stocks or Bonds
- Managed Investment Schemes / Managed Investment Schemes, including IDPS
- Managed Investment Schemes / MDA Services
- Retirement Savings Account Products
- Securities
- Superannuation
- Margin Lending Facility / Standard Margin Lending Facility