Financial Adviser
· INNALOO, WA
Gordon Mcroberts
No disciplinary history on record with ASIC
18
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000381908
Gordon Mcroberts is a financial adviser based in Innaloo, Western Australia, with 18 years of experience in the financial services industry. Gordon is currently authorised under Sentry Advice Pty Ltd. Gordon 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 Advanced Diploma of Financial Services (Financial Planning) from RG146 Training Australia Pty Ltd.
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
2007
Diploma of Financial Services (Financial Planning)
Mentor Education Pty Ltd
2009
Self Managed Superannuation Funds
Kaplan Education Pty Limited
2012
Advanced Diploma of Financial Services (Financial Planning)
RG146 Training Australia Pty Ltd
2012
Advanced Diploma of Financial Services (Financial Planning)
RG146 Mentor Education Group
2023
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Ltd
Registration History
ACN 130 288 578 PTY LTD
One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.
JIGSAW SUPPORT SERVICES PTY LIMITED
SHARE INVESTING PTY LTD
Source: ASIC Financial Advisers Register