Financial Adviser · BONDI JUNCTION, NSW

Gregory Blumenthal

16 Years experience

Tax advice
authorised

Currently at

Melbourne, VIC

View firm profile

ASIC Registered · ADV 000302000

Gregory Blumenthal is a financial adviser based in Bondi Junction, New South Wales, with 16 years of experience in the financial services industry. Gregory is currently authorised under Synchron Advice Pty Ltd. Gregory holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Gregory holds a Graduate Certificate of Financial Planning from Finsia. Gregory is a member of Institute of Chartered Accountants Australia.

Authorised to Advise On

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

Restrictions: Superannuation Authorisation excludes Self-Managed Superannuation Funds advice.

Authorised to provide tax financial advice services

Qualifications and Training

2006

Graduate Certificate of Financial Planning

Finsia

Registration History

Synchron Advice Pty Ltd

Jun 2013 - Present Current

Superannuation Authorisation excludes Self-Managed Superannuation Funds advice.

Steadfast Life Pty Ltd

Jul 2012 - Jun 2013 Ceased

Synchron Advice Pty Ltd

May 2010 - Jul 2012 Ceased

Source: ASIC Financial Advisers Register