Financial Adviser
· KIAMA, NSW
Gregory Dean Witt
No disciplinary history on record with ASIC
28
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000293819
Gregory Dean Witt is a financial adviser based in Kiama, New South Wales, with 28 years of experience in the financial services industry. Gregory is currently authorised under Matrix Planning Solutions 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 Diploma of Superannuation Management from The Association of Superannuation Funds of Australia. Gregory is a member of Certified Financial Planner (CFP) of FAAA.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
1997
Diploma of Superannuation Management
The Association of Superannuation Funds of Australia
2000
Diploma of Financial Planning (8 units)
FPA Australia with Deakin University
2012
Margin Lending
MLC (RTO code 90780)
2020
Listed Products Accreditation Course
LPAC Online
2020
Self Managed Superannuation Fund Adviser (Personal Advice)
Mentor Education