G & S Financial Solutions Pty ltd

AFS License Number
504169
Name
G & S Financial Solutions Pty ltd
ABN/ACN/ARBN
40620019294
Licensee issued
Feb. 6, 2018
Address
Albury, 2640, NSW

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:
deposit and payment products limited to:
basic deposit products;
deposit products other than basic deposit products;
debentures, stocks or bonds issued or proposed to be issued by a government;
life products including:
investment life insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds; and
life risk insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds;
interests in managed investment schemes including:
investor directed portfolio services;
retirement savings accounts ("RSA") products (within the meaning of the Retirement Savings Account Act 1997);
securities; and
superannuation; and
deal in a financial product by:
applying for, acquiring, varying or disposing of a financial product on behalf of another person in respect of the following classes of products:
deposit and payment products limited to:
basic deposit products;
deposit products other than basic deposit products;
debentures, stocks or bonds issued or proposed to be issued by a government;
life products including:
investment life insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds; and
life risk insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds;
interests in managed investment schemes including:
investor directed portfolio services;
retirement savings accounts ("RSA") products (within the meaning of the Retirement Savings Account Act 1997);
securities; and
superannuation;
to retail and wholesale clients.

Location

Advisers

Name First provided advice Qualification and trainings
 Georgie Phillips 2005 2004 - Advanced Diploma of Financial Planning - - Kaplan ~ 2008 - Certified Financial Planner - - Financial Planning Association ~ 2020 - Ethics & Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
 Gregory Alan Murdoch 1990 2003 - Diploma of Financial Services (Financial Planning) - - Integratec ~ 2022 - Professionalism & Ethics - Bridging Course - Ethics - Kaplan
 Simon Ash Barlow 2005 1999 - Bachelor of Business (Accounting) - - Charles Sturt University ~ 2004 - Graduate Diploma of Financial Planning - - Securities Institute of Australia ~ 2015 - Self Managed Superannuation Funds - - Kaplan ~ 2017 - Accredited Listed Product Adviser Program - - Kaplan ~ 2020 - Ethics & Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan