Data sourced from ASIC Financial Advisers Register
Financial Adviser · GYMEA, NSW

Gregory James Weeks

13 Years experience
Tax advice
authorised
Currently at
Aware Financial Services Australia Limited
Sydney, NSW
View firm profile
ASIC Registered · ADV 000434151

Gregory James Weeks is a financial adviser based in Gymea, New South Wales, with 13 years of experience in the financial services industry. Gregory is currently authorised under Aware Financial Services Australia 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 Certified Financial Planner from Financial Planning Association of Australia (FPA). Gregory 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

Restrictions: Authorised to provide advice on securities as an asset class (not individual stocks). One off licensee approval is required for all products which are not listed on the approved product list.

Authorised to provide tax financial advice services

Qualifications and Training

2010
ACCY228 Tax Planning
University of Wollongong
2010
LAW101 Law, Business and Society
University of Wollongong
2011
Bachelor of Commerce (Financial Planning)
University of Wollongong
2017
Certified Financial Planner
Financial Planning Association of Australia (FPA)
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional

Registration History

Aware Financial Services Australia Limited
Dec 2019 - Present Current
Authorised to provide advice on securities as an asset class (not individual stocks). One off licensee approval is required for all products which are not listed on the approved product list.
Aware Financial Services Australia Limited
Aug 2018 - Nov 2019 Ceased
FIRST STATE SUPER FINANCIAL SERVICES PTY LTD
Jan 2017 - Aug 2018 Ceased
Madison Financial Group Pty Ltd
Aug 2014 - Dec 2016 Ceased
FINANCIAL SERVICES PARTNERS PTY LIMITED
Feb 2013 - Jul 2014 Ceased

Source: ASIC Financial Advisers Register