Rodney Gray
Financial Adviser in Newcastle, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000241825
- Location
- Newcastle NSW 2300
- Licensee
- Professional Retirement Advice Pty Limited (AFSL 513895)
- Authorised since
- 2 July 2019
- First provided advice
- 1994
- Qualifications
- Bachelor of Commerce, University of Newcastle (1989); Chartered Accountant, Chartered Accountants Australia New Zealand (1992); Graduate Diploma in Applied Finance & Investment, Securities Institute (1994); Certified Financial Planner, FPA (2000)
- Memberships
- Chartered Accountants Australia and New Zealand (CA ANZ); Financial Advice Association of Australia (FAAA); Financial Planning Association (FPA) - Certified Financial Planner
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Rodney Gray
On the Financial Advisers Register kept by ASIC, Rodney Gray appears as a current financial adviser in Newcastle, New South Wales, adviser number 000241825.
Rodney provides advice as an authorised representative of Professional Retirement Advice Pty Limited, which holds Australian financial services licence 513895. That authorisation dates from 2 July 2019.
According to the register, Rodney first provided financial advice in 1994. The qualifications listed for Rodney include Bachelor of Commerce (University of Newcastle, 1989), Chartered Accountant (Chartered Accountants Australia New Zealand, 1992) and Graduate Diploma in Applied Finance & Investment (Securities Institute, 1994). Professional memberships recorded: Chartered Accountants Australia and New Zealand (CA ANZ), Financial Advice Association of Australia (FAAA) and Financial Planning Association (FPA) – Certified Financial Planner.
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.
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Questions people ask
Is Rodney Gray a registered financial adviser?
Yes. Rodney Gray is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000241825.
Which licensee does Rodney Gray work under?
Professional Retirement Advice Pty Limited, Australian financial services licence 513895.
What can Rodney Gray 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.