Robert James Gilmour
Financial Adviser in Sydney, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000411191
- Location
- Sydney NSW 2000
- Licensee
- Wealth Simplicity Group Pty Ltd (AFSL 513615)
- Authorised since
- 1 July 2019
- First provided advice
- 2011
- Qualifications
- Bachelor of Commerce, ANU (1999); Bachelor of Laws, ANU (1999); Diploma of Financial Planning FNS50611, Kaplan Professional Education (2014); Masters of Applied Finance, Kaplan Professional Education (2014); Magin Lending Adviser (Personal Advice), Mentor Education (2018)
- Memberships
- CPA Australia (CPA); Financial Advice Association of Australia (FAAA); The Law Society of NSW
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds
- Tax (financial) advice
- Yes
- Register status
- Current
About Robert James Gilmour
Robert James Gilmour is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Sydney, New South Wales (adviser number 000411191).
Robert provides advice as an authorised representative of Wealth Simplicity Group Pty Ltd, which holds Australian financial services licence 513615. The current authorisation started on 1 July 2019.
According to the register, Robert first provided financial advice in 2011. The qualifications listed for Robert include Bachelor of Commerce (ANU, 1999), Bachelor of Laws (ANU, 1999) and Diploma of Financial Planning FNS50611 (Kaplan Professional Education, 2014). Professional memberships recorded: CPA Australia (CPA), Financial Advice Association of Australia (FAAA) and The Law Society of NSW.
Robert 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.
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Questions people ask
Is Robert James Gilmour a registered financial adviser?
Yes. Robert James Gilmour is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000411191.
Which licensee does Robert James Gilmour work under?
Wealth Simplicity Group Pty Ltd, Australian financial services licence 513615.
What can Robert James Gilmour 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.