Data sourced from ASIC Financial Advisers Register
Financial Adviser · HURSTVILLE, NSW

Lyle John Greig

HURSTVILLE, NSW
23 Years experience
Tax advice
authorised
ASIC Registered · ADV 000286582
Currently at
Count Financial Limited
Sydney, NSW (firm address)
View firm profile

Lyle John Greig is a financial adviser based in Hurstville, New South Wales, with 23 years of experience in the financial services industry since 2003. Lyle is currently authorised under Count Financial Limited, operating through Count Financial. Lyle holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Lyle's qualifications include a 5 Unit CFP Certification Program from Financial Planning Association of Australia (FPA). Lyle 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

1999
Bachelor of Commerce (Accountancy)
University of Wollongong
2004
8 Unit Diploma of Financial Planning
Financial Planning Association of Australia (FPA)
2006
5 Unit CFP Certification Program
Financial Planning Association of Australia (FPA)
2010
Self-Managed Superannuation Funds
Kaplan Professional
2011
Margin Lending and Geared Investments
Kaplan Professional
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education
2021
Accredited Listed Product Adviser Program
Kaplan Professional

Registration History

Count Financial Limited
May 2021 - Present Current
Bridges Financial Services Pty Limited
Jul 2005 - May 2021 Ceased

Source: ASIC Financial Advisers Register