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GILL AND CO ADVISORY PTY LTD

AFSL 551560 · ABN 39668498735 · BANGOR, NSW · Licensed since 2023

Corporate GroupMulti-State
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28
Advisers
16.7 yrs
Avg experience
3
States
14%
New advisers (2yr)

Authorised to advise on

None of the key differentiators
SecuritiesSuperannuationLife Insurance (Risk)Life Insurance (Invest)Managed InvestmentsIDPSDeposit ProductsRSA

Adviser model

Open to new advisers joining LicenseeNot yet provided
AFSL Authorisation OptionsNot yet provided
Minimum revenueNot yet provided
PI insuranceNot yet provided
Fee modelNot yet provided
Practice acquisitionNot yet provided

Services

Compliance support — not yet provided
Technical advice — not yet provided
Para-planning — not yet provided
Research committee — not yet provided
Cyber support — not yet provided
Marketing support — not yet provided
Practice development — not yet provided

Approved Platforms and Off-Platform Solutions

Managed Portfolios

Not yet provided

Technology

Not yet provided

Adviser community

FAAA 36%SMSF Assoc. 7%CPA 11%AIOFP 25%

% of current advisers holding each professional membership

States: NSW, QLD, VIC

Corporate group: Phillip ALEXANDER

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