JILL GORDON

Licensee: PROFESSIONAL INVESTMENT SERVICES PTY LTD

JILL GORDON (Adviser# 000388828) is a financial adviser registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. The adviser role status is Current. The adviser start date is April 1, 2016.

Adviser Overview

Register Name Financial Advisers
Adviser Name JILL GORDON
Adviser Number 000388828
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2010
Financial Service (AFS) Licence Licence# 000234951
PROFESSIONAL INVESTMENT SERVICES PTY LTD
Licence ABN 11074608558
Licence Controlled By CENTREPOINT WEALTH PTY LTD
Adviser Start Date 2016-04-01
Appointing Representative Name STEPHENS PLATTFUSS & CO. FINANCIAL SERVICES PTY. LTD.
Appointing Representative Number 000433175
Memberships Financial Planning Association of Australia (FPA)
Further Restrictions Not authorised to provide advice on Self Managed Superannuation Funds.

Authorisations to provide financial product advice

  • JILL GORDON
  • ·
  • Government Debenture
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Retirement Savings Account
  • ·
  • Securities
  • ·
  • Superannuation
  • ·
  • Margin Lending Facility Standard

Qualifications and training history

Qualification / Degree Institute / School
Certified Financial Planner (CFP) Financial Planning Association of Australia
Diploma of Financial Planning FPA
Margin Lending and Gearing Investments Kaplan

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000234951 PROFESSIONAL INVESTMENT SERVICES PTY LTD
Licence controlled by: CENTREPOINT WEALTH PTY LTD
Further restrictions: Not authorised to provide advice on Self Managed Superannuation Funds.
2016-04-01 - STEPHENS PLATTFUSS & CO. FINANCIAL SERVICES PTY. LTD.
000339151 AUSTRALIA PACIFIC FUNDS MANAGEMENT PTY LTD 2015-04-24 - 2016-01-31 AUSTRALIA PACIFIC FUNDS MANAGEMENT PTY LTD
000227232 COUNT FINANCIAL LIMITED
Licence controlled by: COMMONWEALTH BANK OF AUSTRALIA
2010-11-01 - 2011-07-31 JILL GORDON

Licensee Information

Licence Name PROFESSIONAL INVESTMENT SERVICES PTY LTD
Licence Number 000234951
Licence ABN 11074608558

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
RODICA SIMOS Professional Investment Services Pty Ltd Current 2018-06-04
MATTHEW FRANK JOHN MILES Professional Investment Services Pty Ltd Current 2018-02-28
JAK JOHNSTON Professional Investment Services Pty Ltd Current 2018-02-26
WILLIAM KHA Professional Investment Services Pty Ltd Current 2018-02-15
FRANK TSIRIGOTIS Professional Investment Services Pty Ltd Current 2018-02-09
ANUPAMA TEMBE Professional Investment Services Pty Ltd Current 2018-02-09
CATHERINE ODETTE WELLS Professional Investment Services Pty Ltd Current 2018-01-04
ROBYN LEANNE ARNOLD Professional Investment Services Pty Ltd Current 2017-11-30
CORYNNE MURPHY Professional Investment Services Pty Ltd Current 2017-11-24
KATHRYN ZERBST Professional Investment Services Pty Ltd Current 2017-10-24

Competitor

Search similar business entities

Improve Information

Please comment or provide details below to improve the information on .

Dataset Information

Data Provider Australian Securities and Investments Commission (ASIC), Financial Advisers Register
Jurisdiction Australia
Related Datasets Australian Businesses, Australian Companies

This dataset includes 33 thousand financial advisers registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. Australian Financial Services Licensees are required to keep the details of their financial advisers up to date on ASIC's Financial Advisers Register. Each financial adviser is registered with name, number, role status, ABN, first advice year, licence name and number, licence ABN, adviser start date and end date, appointing representative, disciplinary action, product authorisations, qualifications and training, memberships, etc.