Data sourced from ASIC Financial Advisers Register
Financial Adviser · MAITLAND, NSW

Gilbert Gordon

22 Years experience
Tax advice
authorised
Currently at
Ri Advice Group Pty Ltd
Sydney, NSW
View firm profile
ASIC Registered · ADV 000263812

Gilbert Gordon is a financial adviser based in Maitland, New South Wales, with 22 years of experience in the financial services industry. Gilbert is currently authorised under Ri Advice Group Pty Ltd. Gilbert 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 Certified Financial Planner from Financial Planning Association of Australia Limited. Gilbert 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 Securities Deposit Products Margin Lending

Restrictions: Superannuation: Not authorised to provide SMSF advice.

Authorised to provide tax financial advice services

Qualifications and Training

1988
Bachelor of Engineering
The University of Newcastle
1988
Bachelor of Mathematics with Computer Science
The University of Newcastle
1999
8 unit Diploma of Financial Planning
Financial Planning Association of Australia Limited
1999
Certified Financial Planner
Financial Planning Association of Australia Limited
2010
Margin Lending and Geared Investments
Kaplan Professional Education
2013
Accredited Estate Planning Specialist (AEPS)
Financial Planning Association of Australia Limited
2019
Accredited Listed Product Adviser Program
Kaplan Professional Education

Registration History

Ri Advice Group Pty Ltd
Dec 2012 - Present Current
Superannuation: Not authorised to provide SMSF advice.
W B FINANCIAL MANAGEMENT PTY LTD
Jan 2005 - Dec 2012 Ceased

Source: ASIC Financial Advisers Register