Gerard Patrick Homan
Financial Adviser in Manly Vale, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001247401
- Location
- Manly Vale NSW 2093
- Licensee
- Ri Advice Group Pty Ltd (AFSL 238429)
- Authorised since
- 6 June 2022
- First provided advice
- 2007
- Qualifications
- Bachelor of Industrial Design, University of Canberra (1998); Diploma of Financial Services (Financial Planning), Kaplan Professional Education (2008); Advanced Diploma of Financial Planning, Mentor Education (2017); Self Managed Superannuation Funds, Kaplan Professional Education (2017); Graduate Diploma of Financial Planning, Kaplan Higher Education Pty Limited (2021)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Gerard Patrick Homan
Gerard Patrick Homan is a financial adviser in Manly Vale, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 001247401.
Gerard provides advice as an authorised representative of Ri Advice Group Pty Ltd, which holds Australian financial services licence 238429. That authorisation dates from 6 June 2022.
The register records 2007 as the year Gerard first provided financial advice. Qualifications and training on file include Bachelor of Industrial Design (University of Canberra, 1998), Diploma of Financial Services (Financial Planning) (Kaplan Professional Education, 2008) and Advanced Diploma of Financial Planning (Mentor Education, 2017).
Gerard is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Gerard Patrick Homan a registered financial adviser?
Yes. Gerard Patrick Homan is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001247401.
Which licensee does Gerard Patrick Homan work under?
Ri Advice Group Pty Ltd, Australian financial services licence 238429.
What can Gerard Patrick Homan give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; retirement savings accounts; standard margin lending.