Gerrit Lombard
Financial Adviser in Unley, South Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000320896
- Location
- Unley SA 5061
- Licensee
- Paragem Pty Limited (AFSL 297276)
- Authorised since
- 6 July 2019
- First provided advice
- 2008
- Qualifications
- Diploma of Financial Services( Financial Planning), Mentor Education (2007); Advanced Diploma of Financial Services (Financial Planning), Mentor Education Group (2011); Margin Lending and Geared Investments, Kaplan Professional (2011); Cavendish & ICFS Specialist SMSF Course, Cavendish/The University of Adelaide (2012); Certified Financial Planner, FPA (2015)
- Memberships
- Financial Advice Association of Australia (FAAA)
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Gerrit Lombard
Gerrit Lombard is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Unley, South Australia (adviser number 000320896).
Advice is given under the Australian financial services licence of Paragem Pty Limited, licence number 297276. That authorisation dates from 6 July 2019.
The register records 2008 as the year Gerrit first provided financial advice. Qualifications and training on file include Diploma of Financial Services( Financial Planning) (Mentor Education, 2007), Advanced Diploma of Financial Services (Financial Planning) (Mentor Education Group, 2011) and Margin Lending and Geared Investments (Kaplan Professional, 2011). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Gerrit Lombard a registered financial adviser?
Yes. Gerrit Lombard is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000320896.
Which licensee does Gerrit Lombard work under?
Paragem Pty Limited, Australian financial services licence 297276.
What can Gerrit Lombard 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.