Brian Howard Gillman
Financial Adviser in Bondi Junction, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000331668
- Location
- Bondi Junction NSW 2022
- Licensee
- Matrix Planning Solutions Limited (AFSL 238256)
- Authorised since
- 8 October 2021
- First provided advice
- 2008
- Qualifications
- FNS50804 Diploma of Financial Services (Financial Planning), Kaplan Professional Education (2008); FNS40811 Certificate IV in Finance and Mortgage Broking, Kaplan Professional Education (2014)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts
- Restriction
- Excludes SMSF
- Tax (financial) advice
- Yes
- Register status
- Current
About Brian Howard Gillman
Brian Howard Gillman is a financial adviser in Bondi Junction, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 000331668.
Advice is given under the Australian financial services licence of Matrix Planning Solutions Limited, licence number 238256. That authorisation dates from 8 October 2021.
According to the register, Brian first provided financial advice in 2008. The qualifications listed for Brian include FNS50804 Diploma of Financial Services (Financial Planning) (Kaplan Professional Education, 2008) and FNS40811 Certificate IV in Finance and Mortgage Broking (Kaplan Professional Education, 2014). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
Brian is authorised to advise on superannuation, managed investment schemes, life risk insurance, life investment products, deposit and payment products and government debentures, stocks and bonds, among 7 product areas in total. The register also shows that tax (financial) advice services can be provided.
A further restriction is recorded on the register: “Excludes SMSF.”
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Questions people ask
Is Brian Howard Gillman a registered financial adviser?
Yes. Brian Howard Gillman is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000331668.
Which licensee does Brian Howard Gillman work under?
Matrix Planning Solutions Limited, Australian financial services licence 238256.
What can Brian Howard Gillman give advice on?
The register lists these advice areas: superannuation; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts. It also records this restriction: "Excludes SMSF."