Gilbert Gordon
Financial Adviser in Maitland, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000263812
- Location
- Maitland NSW 2320
- Licensee
- Ri Advice Group Pty Ltd (AFSL 238429)
- Authorised since
- 8 December 2012
- First provided advice
- 2004
- Qualifications
- Bachelor of Engineering, The University of Newcastle (1988); Bachelor of Mathematics with Computer Science, The University of Newcastle (1988); 8 unit Diploma of Financial Planning, Financial Planning Association of Australia Limited (1999); Certified Financial Planner, Financial Planning Association of Australia Limited (1999); Margin Lending and Geared Investments, Kaplan Professional Education (2010); Accredited Estate Planning Specialist (AEPS), Financial Planning Association of Australia Limited (2013); Accredited Listed Product Adviser Program, Kaplan Professional Education (2019)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, retirement savings accounts, standard margin lending
- Restriction
- Superannuation: Not authorised to provide SMSF advice.
- Tax (financial) advice
- Yes
- Register status
- Current
About Gilbert Gordon
Gilbert Gordon is a financial adviser in Maitland, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 000263812.
Gilbert provides advice as an authorised representative of Ri Advice Group Pty Ltd, which holds Australian financial services licence 238429. The current authorisation started on 8 December 2012.
According to the register, Gilbert first provided financial advice in 2004. Qualifications and training on file include Bachelor of Engineering (The University of Newcastle, 1988), Bachelor of Mathematics with Computer Science (The University of Newcastle, 1988) and 8 unit Diploma of Financial Planning (Financial Planning Association of Australia Limited, 1999). Gilbert is recorded as a member of 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 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
The register adds a condition to this authorisation: “Superannuation: Not authorised to provide SMSF advice.”
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Questions people ask
Is Gilbert Gordon a registered financial adviser?
Yes. Gilbert Gordon is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000263812.
Which licensee does Gilbert Gordon work under?
Ri Advice Group Pty Ltd, Australian financial services licence 238429.
What can Gilbert Gordon 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. It also records this restriction: "Superannuation: Not authorised to provide SMSF advice."