Rodney Gray Financial Planner Report

Name:
Rodney Gray

Rep Number:
000241825

Status:
Current

First Advice:
1994

Disciplinary action:
No action

Most Recent Role:
2010-12-18 onwards

Location:
Newcastle, , NSW, 0

Licensee
Name:

Number:
000231138

ABN:
70 006 646 108

Controlled By:

Appointed By
Name:
Financial Wisdom Limited

Licence Number:
000231138

ABN:
70 006 646 108

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
University of Newcastle
Bachelor of Commerce
Chartered Accountants Australia New Zealand
Chartered Accountant

Memberships
Chartered Accountants Australia and New Zealand (CA)
Financial Planning Association (FPA) - Certified Financial Planner
Financial Services Institute of Australia (FINSIA)