GILBERT GORDON
Financial Adviser · Maitland, NSW
📚 Qualifications & Training
1988 - Bachelor of Engineering - Bachelor Honours Degree (AQF 8) - The University of Newcastle
1988 - Bachelor of Mathematics with Computer Science - Bachelor Degree (AQF 7) - The University of Newcastle
1999 - 8 unit Diploma of Financial Planning - Advanced Diploma (AQF 6) - Financial Planning Association of Australia Limited
1999 - Certified Financial Planner - Professional Designations - Financial Planning Association of Australia Limited
2010 - Margin Lending and Geared Investments - Other - Kaplan Professional Education
2013 - Accredited Estate Planning Specialist (AEPS) - Other - Financial Planning Association of Australia Limited
2019 - Accredited Listed Product Adviser Program - Other - Kaplan Professional Education
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
ℹ️ What is a Financial Adviser?
A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.
Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.
Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.