Russell Gilbert Financial Planner Report

Name:
Russell W Gilbert

Rep Number:
000245949

Status:
Current

First Advice:
1985

Disciplinary action:
No action

Most Recent Role:
2017-06-28 onwards

Licensee
Name:

Number:
000230323

ABN:
65 006 373 995

Controlled By:

Appointed By
Name:
Consultum Financial Advisers Pty Ltd

Licence Number:
000230323

ABN:
65 006 373 995

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
Kaplan Professional
Accredited Listed Product Adviser Program (ALPA)
Financial Planning Association of Australia
CFP - Certified Financial Planner
Deakin University
Diploma of Financial Planning
Kaplan Professional
Margin Lending and Geared Investments
Financial Essentials
Self Managed Superannuation Fund Accreditation

Memberships
Chartered Accountants Australia and New Zealand (CA)
Financial Planning Association of Australia (FPA)