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Company Name: GTM Financial Pty Limited
Adviser Name: Gavin Moore
Address:
3 Gordon Place Parkinson QLD 4115
PO Box 2170, Sunnybank Hills QLD 4109
T: (07) 3272-6588
F: (07) 3272-6599
E:
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W: www.gtmfinancial.com.au
Who is my adviser?
Your adviser is Gavin Moore. His Australian Securities and Investments Commission (ASIC) number is: 252925. Gavin’s educational qualifications and membership of professional associations are:
- A Diploma in Financial Services (Financial Planning)
Gavin is an Authorised Representative of Matrix Planning Solutions Limited. If you do not wish to receive advice, Gavin may deal on your behalf by carrying out your instructions.
If you do not obtain advice, you face the risk that the financial product/s you select may not fully take into account your objectives, financial situation or needs.
Who is associated with my Adviser?
As well as being accredited by Matrix to provide financial services, Gavin is the Director of GTM Financial Pty Limited, which is a principal agreement holder and corporate authorised representative of Matrix Planning Solutions Limited.
What types of advice does Gavin provide?
- Personal and Corporate Superannuation
- Pre Retirement Planning & Retirement Planning
- Personal Life Insurance (Life, Total & Permanent Disablement, Trauma, Income Protection)
- Business Life Insurance (Key Man, Business Expenses, Buy Sell)
- Saving / Investment Plans
- Debt Reduction
- Estate Planning
- Gearing / Margin Lending
- Shares
If you have any further questions about the financial services Matrix Planning Solutions Limited provides, please contact Gavin on: (07) 3272 6588.
Please retain this document for your reference, as it may be of assistance when you contact Matrix Planning Solutions Limited or Gavin in the future.
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