Financial Adviser · SYDNEY, NSW

Gary Spencer

SYDNEY, NSW

28 Years experience

Tax advice
authorised

ASIC Registered · ADV 000435717

Currently at

Spencer Wealth Advisers

Cairns, QLD (firm address)

View firm profile

About Gary Spencer

Gary Spencer is a financial adviser based in Sydney, New South Wales, with 28 years of experience in the financial services industry since 1998. Gary is currently authorised under Fyg Planners, operating through Spencer Wealth Advisers. Gary holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Gary's qualifications include a Bachelor of Commerce from Murdoch University. Gary is a member of CFP - Certified Financial Planner (FPA), Chartered Accountants Australia and New Zealand (CA ANZ) and 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

1992

Bachelor of Commerce

Murdoch University

2001

Graduate Diploma of Applied Finance and Investment

Securities Institute

2011

Margin Lending

Financial Essentials

Registration History

Fyg Planners Pty Ltd

May 2021 - Present Current

Fyg Planners Pty Ltd

Jan 2016 - May 2021 Ceased

Fyg Planners Pty Ltd

Jan 2016 - Jan 2016 Ceased

Charter Financial Planning Limited

Mar 2013 - Jan 2016 Ceased

One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.

Sentinel Wealth Management Pty Limited

Jul 2011 - Feb 2013 Ceased

Psk Advisory Services Pty Ltd

Jan 1999 - Jun 2011 Ceased

Source: ASIC Financial Advisers Register