Financial Adviser · SYDNEY, NSW

Gregory John Barter

SYDNEY, NSW
25 Years experience
Tax advice
authorised
ASIC Registered · ADV 001001811
Currently at
Sydney, NSW (firm address)

About Gregory John Barter

Gregory John Barter is a financial adviser based in Sydney, New South Wales, with 25 years of experience in the financial services industry since 2001. Gregory is currently authorised under Allied Advice. 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 CFP from FPA. Gregory is a member of Australian Institute of Company Directors (AICD), Certified Independent Financial Advisers Association (CIFAA), Financial Advice Association of Australia (FAAA) and Profession of Independent Financial Advisers (PIFA).

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

1993
Bachelor of Science (Physics & Applied Mathematics)
The University of Sydney
2003
Advanced Diploma of Financial Planning
FPA
2004
CFP
FPA
2011
Margin Lending & Geared Investments
Kaplan
2021
FASEA (Financial Adviser) Exam
FASEA

Registration History

Jun 2022 - Present Current
Mar 2015 - May 2022 Ceased

Source: ASIC Financial Advisers Register