Paul Robert Gilbert
Financial Adviser in Melbourne, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000264521
- Location
- Melbourne VIC 3004
- Licensee
- The Heron Partnership Pty Limited (AFSL 252538)
- Authorised since
- 20 December 2018
- First provided advice
- 2004
- Qualifications
- Bachelor of Commerce, Melbourne University (1994); FASEA Exam, FASEA (2021)
- Memberships
- Institute of Actuaries of Australia
- Advice areas
- superannuation, life risk insurance, life investment products, retirement savings accounts
- Restriction
- This licence authorises the licensee to carry on a financial services business to:(a) provide financial product advice for the following classes of financial products: (i) deposit and payment products limited to:(A) basic deposit products; (ii) life products including:(A) investment life insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds; and(B) life risk insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds; (iii) retirement savings accounts ("RSA") products (within the meaning of the Retirement Savings Account Act 1997);and (iv) superannuation;to retail and wholesale clients.
- Register status
- Current
About Paul Robert Gilbert
On the Financial Advisers Register kept by ASIC, Paul Robert Gilbert appears as a current financial adviser in Melbourne, Victoria, adviser number 000264521.
Advice is given under the Australian financial services licence of The Heron Partnership Pty Limited, licence number 252538. That authorisation dates from 20 December 2018.
The register records 2004 as the year Paul first provided financial advice. Qualifications and training on file include Bachelor of Commerce (Melbourne University, 1994) and FASEA Exam (FASEA, 2021). Professional memberships recorded: Institute of Actuaries of Australia.
Paul is authorised to advise on superannuation, life risk insurance, life investment products and retirement savings accounts.
A further restriction is recorded on the register: “This licence authorises the licensee to carry on a financial services business to:(a) provide financial product advice for the following classes of financial products: (i) deposit and payment products limited to:(A) basic deposit products; (ii) life products including:(A) investment life insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds; and(B) life risk insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds; (iii) retirement savings accounts (“RSA”) products (within the meaning of the Retirement Savings Account Act 1997);and (iv) superannuation;to retail and wholesale clients.”
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Questions people ask
Is Paul Robert Gilbert a registered financial adviser?
Yes. Paul Robert Gilbert is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000264521.
Which licensee does Paul Robert Gilbert work under?
The Heron Partnership Pty Limited, Australian financial services licence 252538.
What can Paul Robert Gilbert give advice on?
The register lists these advice areas: superannuation; life risk insurance; life investment products; retirement savings accounts. It also records this restriction: "This licence authorises the licensee to carry on a financial services business to:(a) provide financial product advice for the following classes of financial products: (i) deposit and payment products limited to:(A) basic deposit products; (ii) life products including:(A) investment life insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds; and(B) life risk insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds; (iii) retirement savings accounts ("RSA") products (within the meaning of the Retirement Savings Account Act 1997);and (iv) superannuation;to retail and wholesale clients."