David J. Gibney Pty ltd

AFS License Number
486720
Name
David J. Gibney Pty ltd
ABN/ACN/ARBN
49006828280
Licensee issued
Aug. 24, 2016
Address
Kyneton, 3444, VIC

Licence conditions

This licence authorises the licensee to carry on a financial services business to:
provide financial product advice for the following classes of financial products:
superannuation limited to:
self-managed superannuation fund;
a person s existing holding in a superannuation product but only to the extent required for:
making a recommendation that the person establish a self-managed superannuation fund; and
providing advice to the person on contributions or pensions under a superannuation product;
provide class of financial product advice for the following classes of financial products:
deposit and payment products limited to:
basic deposit products;
general insurance products;
life products limited to:
life risk insurance products;
simple managed investment schemes;
securities; and
superannuation; and
deal in a financial product by:
arranging for another person to issue, apply for, acquire, vary or dispose of a financial product in respect of the following classes of financial products:
superannuation limited to:
self-managed superannuation fund; and
arranging for another person to apply for, acquire, vary or dispose of financial products in respect of the following classes of financial products:
superannuation limited to:
self-managed superannuation fund;
to retail and wholesale clients.

Location

Advisers

Name First provided advice Qualification and trainings
 David Joseph Gibney 2016 Bachelor of Economics (Accounting Major) - Monash University ~ CPA Program - CPA Australia ~ Diploma of Financial Planning - CPA Australia ~ Ethics & Professionalism in Financial Advice - Kaplan Professional ~ Financial Adviser Exam - FASEA