Financial Adviser · SUTHERLAND, NSW

Gregory John Evers

SUTHERLAND, NSW
31 Years experience
Tax advice
authorised
ASIC Registered · ADV 000260947
Currently at
Sydney, NSW (firm address)

Gregory John Evers is a financial adviser based in Sutherland, New South Wales, with 31 years of experience in the financial services industry since 1995. Gregory is currently authorised under Millennium 3 Financial Services. Gregory holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Gregory's qualifications include a Exemption DFP 1 Introduction to Financial Planning from FPA.

Authorised to Advise On

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

Restrictions: Government Debentures, Stocks or Bonds - Class of product only; Superannuation - Not authorised to provide SMSF advice.

Authorised to provide tax financial advice services

Qualifications and Training

1996
Exemption DFP 1 Introduction to Financial Planning
FPA
1999
DFP 2
- Integratec
2000
Exemption DFP 4 Retirement Planning
FPA
2001
Exemption DFP 3 Investment Planning 1
FPA
2002
DFP 5
- Integratec

Registration History

Dec 2008 - Present Current
Government Debentures, Stocks or Bonds - Class of product only; Superannuation - Not authorised to provide SMSF advice.

Source: ASIC Financial Advisers Register