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Gary Reichlin

Name
Gary Reichlin
ID
311492
ABN
40179889675
First Provided Advice
1995

Qualifications

Details on the qualifications or training courses the adviser has completed that are relevant to providing financial services

  • 1996 - Bachelor of Commerce - Bachelor Degree (AQF 7) - University of South Africa
  • 2007 - Diploma of Financial Planning - Diploma (AQF 5) - Financial Services Training & Assessment
  • 2013 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Pinnacle
  • 2013 - Fellow Chartered Financial Practitioner - Professional Designations - Mentor Education / AFA
  • 2015 - Self Managed Superannuation Fund Adviser (Personal Advice) - Other - Mentor Education

Memberships

Details of memberships of professional bodies or industry associations relevant to providing financial services

  • Fellow Chartered Financial Practioner

Licencee

Status
Ceased
Licence Holder
Neo Financial Solutions Pty Ltd (#385845)
Commenced
July 1, 2015
Ceased
April 28, 2020
Status
Ceased
Licence Holder
Wealthsense Pty Ltd (#521138)
Commenced
April 28, 2020
Ceased
Jan. 13, 2021
Status
Current
Licence Holder
Wealthsense Pty ltd (#521138)
Commenced
Jan. 14, 2021

Skills

  • Provide Financial Product Advice - Carbon Credits/Carbon Unit
  • Provide Financial Product Advice - Deposit and Payment Products/Non-basic Deposit Products
  • Provide Financial Product Advice - Deposit & Payment Products – Non-Cash Deposit Products
  • Provide Financial Product Advice - Derivatives
  • Provide Financial Product Advice - Derivatives/Derivatives - Wool only
  • Provide Financial Product Advice - Derivatives/Derivatives - Electricity only
  • Provide Financial Product Advice - Derivatives/Derivatives - Grain only
  • Provide Financial Product Advice - Foreign Exchange Contracts
  • Provide Financial Product Advice - Government Debentures, Stocks or Bonds
  • Provide Financial Product Advice - Life Products/Investment Life Insurance Products
  • Provide Financial Product Advice - Life Products/Life Risk Insurance Product
  • Provide Financial Product Advice - Life Products/Life Products - Consumer Credit Insurance Only
  • Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, excluding IDPS
  • Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, including IDPS
  • Provide Financial Product Advice - Managed Investment Schemes/IDPS Only
  • Provide Financial Product Advice - Managed Investment Schemes/Own Managed Investment Scheme Only
  • Provide Financial Product Advice - Managed Investment Schemes/Horse Racing Syndicate
  • Provide Financial Product Advice - Managed Investment Schemes/Timesharing Scheme
  • Provide Financial Product Advice - Managed Investment Schemes/MDA Services
  • Provide Financial Product Advice - Retirement Savings Account Products
  • Provide Financial Product Advice - Securities
  • Provide Financial Product Advice - Superannuation
  • Provide Financial Product Advice - Superannuation/Self-Managed Superannuation Fund
  • Provide Financial Product Advice - Superannuation/A person's existing holding in a superannuation product
  • Provide Financial Product Advice - Margin Lending Facility/Standard Margin Lending Facility
  • Provide Financial Product Advice - Margin Lending Facility/Non-Standard Margin Lending Facility
  • Provide Financial Product Advice - Carbon Credits/Australian Carbon Credit Unit
  • Provide financial product advice/Carbon Credits/Eligible International Emissions Unit
  • Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products - MDA Services
  • Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Risk Products
  • Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products
  • Provide Financial Product Advice - FHSA Issued non ADI
  • Old Law Securities Options Contracts and Warrants Securities
  • Old Law Futures Contracts and Warrants
  • Managed Investment Schemes (Registered or Unregistered)
  • Securities – Debentures Managed Investment Schemes
  • All Securities
Status
Ceased
Licence Holder
Neo Financial Solutions Pty Ltd (#385845)
Commenced
July 29, 2011
Ceased
July 1, 2015
Status
Ceased
Licence Holder
Sentry Financial Planning Pty Ltd (#247105)
Commenced
July 1, 2009
Ceased
July 29, 2011