Financial Adviser
· LIVERPOOL, NSW
John Gregoire
No disciplinary history on record with ASIC
25
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000464936
John Gregoire is a financial adviser based in Liverpool, New South Wales, with 25 years of experience in the financial services industry. John is currently authorised under Ri Advice Group Pty Ltd. John 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 5 unit CFP Certification Program from Financial Planning Association of Australia Limited. John is a member of Financial Advice Association of Australia (FAAA) and Financial Planning Association (FPA) - Certified Financial Planner.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2000
Bachelor of Commerce
Macquarie University
2004
8 unit Diploma of Financial Planning
Financial Planning Association of Australia Limited
2010
5 unit CFP Certification Program
Financial Planning Association of Australia Limited
2017
Margin Lending & Geared Investments
Kaplan Professional
2020
FPC002B Ethics and Professionalism in Financial Advice.
Ethics - Kaplan Higher Education
2022
Self Managed Superannuation Funds
Kaplan Professional