Financial Adviser · NEWCASTLE, NSW

Rodney Gray

NEWCASTLE, NSW

32 Years experience

Tax advice
authorised

ASIC Registered · ADV 000241825

Currently at

Professional Retirement Advice

Newcastle, NSW (firm address)

View firm profile

About Rodney Gray

Rodney Gray is a financial adviser based in Newcastle, New South Wales, with 32 years of experience in the financial services industry since 1994. Rodney is currently authorised under Professional Retirement Advice. Rodney holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Rodney's qualifications include a Certified Financial Planner from FPA. Rodney is a member of Chartered Accountants Australia and New Zealand (CA ANZ), Financial Advice Association of Australia (FAAA) and Financial Planning Association (FPA) - Certified Financial Planner.

Authorised to Advise On

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

Authorised to provide tax financial advice services

Qualifications and Training

1989

Bachelor of Commerce

University of Newcastle

1992

Chartered Accountant

Chartered Accountants Australia New Zealand

1994

Graduate Diploma in Applied Finance & Investment

Securities Institute

2000

Certified Financial Planner

FPA

Registration History

Professional Retirement Advice Pty Limited

Jul 2019 - Present Current

Financial Wisdom Limited

Dec 2010 - Jul 2019 Ceased

Not authorised to provide personal advice on SMSF, Standard Margin Lending

GPL (VIC) PTY LTD

Mar 2010 - Dec 2010 Ceased

Source: ASIC Financial Advisers Register