Financial Adviser
· GATTON, QLD
Gerard Andrew Ball
No disciplinary history on record with ASIC
GATTON,
QLD
28
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000244648
Practice
Gatton, QLD (practice address on ASIC register)
Licensed through Obt Wealth Services
About Gerard Andrew Ball
Gerard Andrew Ball is a financial adviser based in Gatton, Queensland, with 28 years of experience in the financial services industry since 1998. Gerard works at Obt Financial Planning, which is licensed through Obt Wealth Services. Gerard holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Gerard's qualifications include a Master of Financial Planning from University of the Sunshine Coast.
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 Business
University of Southern Queensland
2009
Master of Financial Planning
University of the Sunshine Coast
2010
Margin Lending & Geared Investements
Kaplan
2017
Self Managed Superannuation Funds
Mentor Education
Registration History
Not authorised to provide personal advice on Standard Margin Lending
One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.
Source: ASIC Financial Advisers Register