Financial Adviser
· UNLEY, SA
Gerrit Lombard
No disciplinary history on record with ASIC
18
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000320896
Gerrit Lombard is a financial adviser based in Unley, South Australia, with 18 years of experience in the financial services industry. Gerrit is currently authorised under Paragem Pty Limited. Gerrit 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 FPA. Gerrit 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
2007
Diploma of Financial Services( Financial Planning)
Mentor Education
2011
Advanced Diploma of Financial Services (Financial Planning)
Mentor Education Group
2011
Margin Lending and Geared Investments
Kaplan Professional
2012
Cavendish & ICFS Specialist SMSF Course
Cavendish/The University of Adelaide
2015
Certified Financial Planner
FPA
Registration History
SECURITOR FINANCIAL GROUP PTY LIMITED
Restrictions: Margin lending and general advice only in general insurance products
Source: ASIC Financial Advisers Register