Jamie Ronald Gibson
Financial Adviser in Perth, Western Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000418028
- Location
- Perth WA 6000
- Licensee
- Shadforth Financial Group Limited (AFSL 318613)
- Authorised since
- 16 October 2017
- First provided advice
- 2012
- Qualifications
- Bachelor of Commerce, Curtin University of Technology (2008); Certified Financial Planner (CFP), Financial Planning Association of Australia (FPA) (2018); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Education Pty Ltd (2020)
- Memberships
- Financial Advice Association of Australia (FAAA); SMSF Association
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, retirement savings accounts
- Restriction
- Securities: adviceis limited to approved model portfolios, direct equities and Exchange-Traded Products (ETPs) (including Exchange-Traded Funds (ETFs)) only.
- Tax (financial) advice
- Yes
- Register status
- Current
About Jamie Ronald Gibson
Jamie Ronald Gibson is a financial adviser in Perth, Western Australia, listed on the Financial Advisers Register kept by ASIC under adviser number 000418028.
Advice is given under the Australian financial services licence of Shadforth Financial Group Limited, licence number 318613. That authorisation dates from 16 October 2017.
According to the register, Jamie first provided financial advice in 2012. The qualifications listed for Jamie include Bachelor of Commerce (Curtin University of Technology, 2008), Certified Financial Planner (CFP) (Financial Planning Association of Australia (FPA), 2018) and FPC002B Ethics and Professionalism in Financial Advice (Kaplan Education Pty Ltd, 2020). Jamie is recorded as a member of Financial Advice Association of Australia (FAAA) and SMSF Association.
Jamie is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 7 product areas in total. The register also shows that tax (financial) advice services can be provided.
The register adds a condition to this authorisation: “Securities: adviceis limited to approved model portfolios, direct equities and Exchange-Traded Products (ETPs) (including Exchange-Traded Funds (ETFs)) only.”
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Questions people ask
Is Jamie Ronald Gibson a registered financial adviser?
Yes. Jamie Ronald Gibson is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000418028.
Which licensee does Jamie Ronald Gibson work under?
Shadforth Financial Group Limited, Australian financial services licence 318613.
What can Jamie Ronald Gibson 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. It also records this restriction: "Securities: adviceis limited to approved model portfolios, direct equities and Exchange-Traded Products (ETPs) (including Exchange-Traded Funds (ETFs)) only."