Paul Robert Gilbert
About Paul Robert Gilbert
Paul Robert Gilbert is a financial adviser based in Melbourne, Victoria, with 22 years of experience in the financial services industry since 2004. Paul is currently authorised under The Heron Partnership. Paul holds authorisations to advise on superannuation, life insurance and life insurance investments. Paul's qualifications include a Bachelor of Commerce from Melbourne University. Paul is a member of Institute of Actuaries of Australia.
Authorised to Advise On
Restrictions: This licence authorises the licensee to carry on a financial services business to:(a) provide financial product advice for the following classes of financial products: (i) deposit and payment products limited to:(A) basic deposit products; (ii) life products including:(A) investment life insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds; and(B) life risk insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds; (iii) retirement savings accounts ("RSA") products (within the meaning of the Retirement Savings Account Act 1997);and (iv) superannuation;to retail and wholesale clients.
Qualifications and Training
Registration History
Source: ASIC Financial Advisers Register