Gcr Financial Pty ltd

AFS License Number
333543
Name
Gcr Financial Pty ltd
ABN/ACN/ARBN
61133869182
Licensee issued
April 6, 2009
Address
Norfolk Island, 2899, 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 including:
basic deposit products;
deposit products other than basic deposit products; and
non-cash payment products;
derivatives limited to options contracts;
general insurance 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;
interests in managed investment schemes limited to:
MDA services;
retirement savings accounts ("RSA") products (within the meaning of the Retirement Savings Account Act 1997);
securities;
standard margin lending facility; and
superannuation; and
deal in a financial product by:
issuing, applying for, acquiring, varying or disposing of a financial product in respect of the following classes of financial products:
general insurance products;
life products limited to:
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; and
interests in managed investment schemes limited to:
MDA services; and
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 including:
basic deposit products;
deposit products other than basic deposit products; and
non-cash payment products;
derivatives limited to options contracts;
general insurance 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;
interests in managed investment schemes limited to:
MDA services;
retirement savings accounts ("RSA") products (within the meaning of the Retirement Savings Account Act 1997);
securities;
standard margin lending facility; and
superannuation;
to retail and wholesale clients.

Location

Advisers

Name First provided advice Qualification and trainings
 Gye Edward Duncan 1994 2003 - Master of Financial Planning (currently studying) and Diploma of Financial Planning - Masters Degree (AQF 9) - Kaplan Higher Education and FPA/Deakin Uni ~ 2008 - Diploma of Insurance Brokering - Diploma (AQF 5) - ANZIIF ~ 2011 - Diploma of Finance and Mortgage Brokering Management - Diploma (AQF 5) - National Finance Institute ~ 2013 - Advanced Diploma of Australian Taxation Law - Advanced Diploma (AQF 6) - AIFSA ~ 2016 - Master of Applied Finance - Masters Degree (AQF 9) - Kaplan Higher Education
 Louise Jealous-bennett 2004 1992 - Bachelor of Commerce - - Griffith University ~ 2004 - Master of Accounting - - Central Queensland University ~ 2005 - Advanced Diploma of Financial Services (Financial Planning) - - Tribeca