Financial Adviser · GOSFORD, NSW

Amanda Griggs

18 Years experience
Tax advice
authorised
ASIC Registered · ADV 000324258

Amanda Griggs is a financial adviser based in Gosford, New South Wales, with 18 years of experience in the financial services industry. Amanda is currently authorised under Paragem Pty Limited. Amanda 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 Graduate Diploma of Financial Planning from Kaplan Higher Education. Amanda 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

2010
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Professional
2015
Margin Lending
Financial Education Professionals
2018
RG146 Licensing Compliance: Self-Managed Superannuation Funds
Financial Education Professionals
2019
Graduate Diploma of Financial Planning
Kaplan Higher Education
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education

Registration History

Aug 2015 - Present Current
GWM ADVISER SERVICES PTY LTD
Apr 2008 - Aug 2015 Ceased

Source: ASIC Financial Advisers Register