Financial Adviser
· PYMBLE, NSW
Keith Gateley
No disciplinary history on record with ASIC
36
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000309384
Keith Gateley is a financial adviser based in Pymble, New South Wales, with 36 years of experience in the financial services industry. Keith is currently authorised under Wealthstream Financial Group Pty Ltd. Keith 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. Keith 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
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1994
Diploma of Financial Planning
Securities Institute of Australia
1999
Certified Financial Planner
Financial Planning Association of Australia
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan