Gerald Robert Oldaker
Financial Adviser in Burnie, Tasmania, Australia
Review Gerald Robert Oldaker
Describe your own experience as a client, patient or family member. Leave out phone numbers, addresses and anything you can't stand behind. Reviews appear straight away after an automatic spam check.
Australian Securities and Investments Commission (ASIC)
Adviser number000249440
- Location
- Burnie TAS 7320
- Licensee
- Akumin Financial Planning Pty Limited (AFSL 232706)
- Authorised since
- 1 January 2004
- First provided advice
- 1983
- Qualifications
- 8 unit Diploma of Financial Planning, Financial Planning Association of Australia (FPA) (1996)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending, derivatives
- Restriction
- One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
- Tax (financial) advice
- Yes
- Register status
- Current
About Gerald Robert Oldaker
On the Financial Advisers Register kept by ASIC, Gerald Robert Oldaker appears as a current financial adviser in Burnie, Tasmania, adviser number 000249440.
The licensee Gerald advises under is Akumin Financial Planning Pty Limited (AFS licence 232706). The current authorisation started on 1 January 2004.
According to the register, Gerald first provided financial advice in 1983. Qualifications and training on file include 8 unit Diploma of Financial Planning (Financial Planning Association of Australia (FPA), 1996).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 10 product areas in total. The register also shows that tax (financial) advice services can be provided.
A further restriction is recorded on the register: “One off licensee approval is required for all products which are either not on the approved product list or Derivatives.”
Reviews
Nobody has reviewed Gerald Robert Oldaker here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Gerald Robert Oldaker a registered financial adviser?
Yes. Gerald Robert Oldaker is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000249440.
Which licensee does Gerald Robert Oldaker work under?
Akumin Financial Planning Pty Limited, Australian financial services licence 232706.
What can Gerald Robert Oldaker give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending; derivatives. It also records this restriction: "One off licensee approval is required for all products which are either not on the approved product list or Derivatives."