Financial Adviser
· COOTAMUNDRA, NSW
Gregory Wayne Southwell
No disciplinary history on record with ASIC
24
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000260784
Gregory Wayne Southwell is a financial adviser based in Cootamundra, New South Wales, with 24 years of experience in the financial services industry. Gregory is currently authorised under Dawson Financial Services 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). Their qualifications include a CFP Programme from FPA. Gregory is a member of Chartered Accountants Australia and New Zealand (CA ANZ), Financial Advice Association of Australia (FAAA), SMSF Association and Stockbrokers and Investment Advisers Association (SIAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
1995
Bachelor of Business
University of Technology Sydney
1998
Chartered Accountants Programme
CAANZ
2002
Financial Planning Proper Authority Course
Securities Institute of Australia of Australia
2002
SDIA Accreditation Programme Assessment
Deakin University/ Financial Planning Association
2004
Self Managed Superannuation Funds
Tribeca
2012
CA SMSF Specialist Accreditation Course
University of New South Wales
2017
CFP Programme
FPA
2020
Ethics & Professionalism in Financial Advice
Ethics - Kaplan