Financial Adviser · BONDI JUNCTION, NSW

Brian Howard Gillman

18 Years experience
Tax advice
authorised
ASIC Registered · ADV 000331668

Brian Howard Gillman is a financial adviser based in Bondi Junction, New South Wales, with 18 years of experience in the financial services industry. Brian is currently authorised under Matrix Planning Solutions Limited. Brian holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a FNS50804 Diploma of Financial Services (Financial Planning) from Kaplan Professional Education. Brian is a member of Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Deposit Products Government Bonds

Restrictions: Excludes SMSF

Authorised to provide tax financial advice services

Qualifications and Training

2008
FNS50804 Diploma of Financial Services (Financial Planning)
Kaplan Professional Education
2014
FNS40811 Certificate IV in Finance and Mortgage Broking
Kaplan Professional Education

Registration History

Oct 2021 - Present Current
Excludes SMSF
A.C.N. 133 593 012 PTY LTD
Feb 2014 - Oct 2021 Ceased
Excludes SMSF
Jun 2013 - Dec 2013 Ceased
Nov 2010 - Jun 2013 Ceased

Source: ASIC Financial Advisers Register