Yvonne Gillam Financial Planner Report

Name:
Yvonne Gillam

Rep Number:
000250994

Status:
Current

First Advice:
1998

Disciplinary action:
No action

Most Recent Role:
2017-02-07 onwards

Location:
Frankston, Melbourne, VIC, 3199

Licensee
Name:

Number:
000307379

ABN:
13 122 381 908

Controlled By:

Appointed By
Name:
Patron Financial Services Pty Ltd

Licence Number:
000307379

ABN:
13 122 381 908

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
LPAC Online
ASX Listed Products Accreditation Course
Financial Planning Association
Diploma of Financial Planning
Kaplan
Margin Lending and Geared Investments

Memberships
Financial Planning Association of Australia (FPA)