Financial Adviser · CARINGBAH, NSW

Antony Gordon Wray

34 Years experience
Tax advice
authorised
ASIC Registered · ADV 000249789

Antony Gordon Wray is a financial adviser based in Caringbah, New South Wales, with 34 years of experience in the financial services industry. Antony is currently authorised under Lifespan Financial Planning Pty Ltd. Antony 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 Business from Edith Cowan University. Antony is a member of 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

1988
Bachelor of Business
Edith Cowan University
2000
Diploma of Financial Planning
Deakin University
2010
Margin Lending and Geared Investments
Kaplan Professional
2020
Kaplan
Ethics - Ethics and Professionalism in Financial Advice
2022
Economic and Legal Context for Financial Planning
Regulation & Legal Obligations - Kaplan

Registration History

Jun 2020 - Present Current
MYPLANNER PROFESSIONAL SERVICES PTY LTD
May 2017 - Jun 2020 Ceased
A.C.N. 140 520 225 PTY LTD
Jun 2016 - Jun 2018 Ceased
May 2015 - Nov 2015 Ceased
GENESYS WEALTH ADVISERS PTY LIMITED
Aug 2012 - May 2015 Ceased
One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.
WHITE ROBINSON & COMPANY PTY LTD
Jan 2004 - Aug 2012 Ceased

Source: ASIC Financial Advisers Register