Gimli Ivan Page

Name
Gimli Ivan Page
ID
245113
ABN
–
First Provided Advice
2002

Qualifications

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

  • 2000 - Advanced Diploma of Accounting - Advanced Diploma (AQF 6) - TAFE NSW
  • 2005 - Graduate Diploma in Financial Planning - Graduate Diploma (AQF 8) - University of the Sunshine Coast
  • 2009 - Certified Financial Planner - - Financial Planning Association of Australia
  • 2010 - ASX Accredited Listed Products Adviser (ALPA) Program - - Kaplan Professional Education
  • 2010 - Self Managed Superannuation Funds - - Kaplan Professional Education
  • 2012 - 928s Margin Lending - - Kaplan Professional Education
  • 2020 - FPC002B - Bridging Course - Ethics - Kaplan Professional

Memberships

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

  • Financial Advice Association of Australia (FAAA)

Licencee

Status
Ceased
Licence Holder
Infocus Securities Australia Pty Ltd (#236523)
Commenced
July 22, 2019
Ceased
May 20, 2026
Status
Ceased
Licence Holder
Page Financial Advisory Pty Ltd (#700275)
Commenced
May 21, 2026
Ceased
May 22, 2026
Status
Current
Licence Holder
Page Financial Advisory Pty ltd (#700275)
Commenced
May 23, 2026

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
Professional Investment Services Pty Ltd (#234951)
Commenced
Feb. 1, 2002
Ceased
May 18, 2012
Status
Ceased
Licence Holder
Westpac Banking Corporation (#233714)
Commenced
May 18, 2012
Ceased
June 28, 2019