Financial Adviser · SHEPPARTON, VIC

Raymond William Gale

19 Years experience
Tax advice
authorised
ASIC Registered · ADV 001002839

Raymond William Gale is a financial adviser based in Shepparton, Victoria, with 19 years of experience in the financial services industry since 2007. Raymond is currently authorised under Skybridge Portfolios. Raymond holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Raymond's qualifications include a Master of Commerce from Deakin University. Raymond is a member of Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

2003
Bachelor of Commerce
Deakin University
2005
Master of Commerce
Deakin University
2021
SMSF Knowledge
Monarch Institute

Registration History

Jul 2022 - Present Current
Jul 2020 - Jul 2022 Ceased
This authorised representative is only authorised to give class of product advice in relation to Securities.
Mar 2020 - Jun 2020 Ceased
Dec 2007 - Jan 2020 Ceased
Not authorised to provide personal advice on Securities; Standard Margin Lending.

Source: ASIC Financial Advisers Register