Financial Adviser
· BONDI JUNCTION, NSW
Ron Ogilvie
No disciplinary history on record with ASIC
22
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000260941
Ron Ogilvie is a financial adviser based in Bondi Junction, New South Wales, with 22 years of experience in the financial services industry. Ron is currently authorised under Millennium 3 Financial Services Pty Ltd. Ron 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 Master of Business from University of Technology, Sydney.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Deposit Products
Government Bonds
Margin Lending
Restrictions: Superannuation - All Authorisation above excludes SMSF advice
Authorised to provide tax financial advice services
Qualifications and Training
1977
Bachelor of Commerce
The University of New South Wales
1991
Master of Business
University of Technology, Sydney
2002
5 units of the Diploma of Financial Planning
FPA
2010
ASX Listed Products Accreditation Course (LPAC)
Alpha Structured Investments Pty Ltd
Registration History
Superannuation - All Authorisation above excludes SMSF advice
Managed Discretionary Accounts
Government Debentures, Stocks or Bonds - Class of product only.
Source: ASIC Financial Advisers Register