Gerard Sherlock Financial Planner Report

Name:
Gerard Anthony Sherlock

Rep Number:
000258320

Status:
Current

First Advice:
1989

Disciplinary action:
No action

Most Recent Role:
2012-03-19 onwards

ABN:
82 660 483 460

Licensee
Name:

Number:
000331367

ABN:
89 133 593 012

Controlled By:

Appointed By
Name:
Clearview Financial Advice Pty Ltd

Licence Number:
000331367

ABN:
89 133 593 012

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
Integratec
Certificate IV in Financial Planning
Integratec
Investment Planning 1
Kaplan Professional Education
Margin Lending and Geared Investments
Integratec
Taxation Planning

Memberships
The Banking and Finance Oath