Financial Adviser
· UPPER MOUNT GRAVATT, QLD
Gregory Neil Bennett
No disciplinary history on record with ASIC
UPPER MOUNT GRAVATT,
QLD
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001271781
About Gregory Neil Bennett
Gregory Neil Bennett is a financial adviser based in Upper Mount Gravatt, Queensland, with 8 years of experience in the financial services industry since 2018. Gregory is currently authorised under Professional Investment Services, operating through Peak Partnership Wealth Design Solutions. 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 Bachelor of Business (Finance) from Queensland University of Technology.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2014
Bachelor of Business (Finance)
Queensland University of Technology
2017
Diploma of Financial Planning (DFP1-3)
Kaplan Professional
2018
928 Margin Lending
Other - Kaplan Professional
2019
Securities and Managed Investments Program (DFP4)
Kaplan Professional
2021
TASA and The TPB Code of Professional Conduct Course
Kaplan Professional
2025
Graduate Diploma of Financial Planning
Kaplan Higher Education
2025
Specialist SMSF Course
SuperConcepts & University of Adelaide
2025
Tax for Financial Advising Course
Kaplan Professional
Registration History
HENDERSON MATUSCH PTY LTD
Financial Product advice is limited to Class of Product advice
Source: ASIC Financial Advisers Register