Financial Adviser
· RHODES, NSW
Gillian Witham
No disciplinary history on record with ASIC
9
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001252978
Gillian Witham is a financial adviser based in Rhodes, New South Wales, with 9 years of experience in the financial services industry. Gillian is currently authorised under 5 Wealth Management Pty Ltd. Gillian 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 Applied Finance (Financial Planning) from Charles Sturt. Gillian 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
Authorised to provide tax financial advice services
Qualifications and Training
2017
Aged Care Professional
Aged Care Steps
2017
Graduate Diploma in Finance
Charles Sturt University
2017
Securities and Managed Funds
Kaplan
2019
Master of Applied Finance (Financial Planning)
Charles Sturt
2026
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
Registration History
Source: ASIC Financial Advisers Register