Financial Adviser · BONDI JUNCTION, NSW

Gregory Peter Dobrin

20 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 000302473

Gregory Peter Dobrin is a financial adviser based in Bondi Junction, New South Wales, with 20 years of experience in the financial services industry. Gregory is currently authorised under Charter Financial Planning Limited. Gregory holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Bachelor of Economics from University of New South Wales (NSW).

Authorised to Advise On

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

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

Authorised to provide tax financial advice services

Qualifications and Training

1995

Bachelor of Economics

University of New South Wales (NSW)

2007

Diploma of Financial Services (Financial Planning)

Kaplan Higher Education Pty Limited

2010

Diploma in Law

Legal Profession Admission Board (LPAB)

2019

Accredited Listed Product Adviser (ASX ALPA) Program

Kaplan Higher Education Pty Limited

Registration History

Charter Financial Planning Limited

Aug 2012 - Present Current

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

JIGSAW SUPPORT SERVICES PTY LIMITED

Jun 2006 - Aug 2012 Ceased

Source: ASIC Financial Advisers Register