Gavin Bruce Fernando

Name
Gavin Bruce Fernando
ID
224523
ABN
–
First Provided Advice
2001

Qualifications

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

  • 1994 - Certificate in Financial Markets - Certificate (AQF 1-4) - Securities Institute Australia (SIA)
  • 2004 - Bachelor of Commerce (Accounting) - Bachelor Degree (AQF 7) - Curtin University
  • 2005 - 8 unit Diploma of Financial Planning - Advanced Diploma (AQF 6) - Financial Planning Association of Australia (FPA)
  • 2010 - Margin Lending and Geared Investments - Other - Kaplan Higher Education Pty Limited
  • 2013 - Self Managed Superannuation Funds - Other - Kaplan Higher Education Pty Limited
  • 2015 - Accredited Listed Product Adviser (ASX ALPA) Program - Other - Kaplan Higher Education Pty Limited
  • 2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education Pty Limited

Memberships

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

Licencee

Status
Current
Licence Holder
Hillross Financial Services Limited (#232705)
Commenced
Jan. 29, 2020

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
A.c.n. 099 036 361 Pty Ltd (#223082)
Commenced
Oct. 28, 2002
Ceased
March 30, 2010
Status
Ceased
Licence Holder
Hillross Financial Services Limited (#232705)
Commenced
Sept. 13, 2012
Ceased
Aug. 30, 2019
Status
Ceased
Licence Holder
Premium Wealth Management Pty Ltd (#237498)
Commenced
March 31, 2010
Ceased
Feb. 21, 2011
Status
Ceased
Licence Holder
Primeplan Securities Pty Ltd (#229537)
Commenced
Feb. 22, 2011
Ceased
Sept. 13, 2012