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