Gerald Mayfield Financial Planner Report

Name:
Gerald Kingsley Mayfield

Rep Number:
000224768

Status:
Current

First Advice:
1989

Disciplinary action:
No action

Most Recent Role:
2007-08-29 onwards

ABN:
40 124 671 824

Licensee
Name:

Number:
000315163

ABN:
31 124 731 362

Appointed By
Name:
Mayfield Investment Services Pty Ltd

Licence Number:
000315163

ABN:
31 124 731 362

May advise on following product areas:
Non-basic Deposit Products
Government Debentures, Stocks or Bonds
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
Standard Margin Lending Facility
Retirement Savings Account Products
Securities
Superannuation

Qualifications
Deakin University
Bachelor of Business
CPA
CPA Membership
FPA
FPA Membership

Memberships
CPA Australia (CPA)
Financial Planning Association of Australia (FPA)
Finsia