Financial Adviser
· NORWEST, NSW
Gregory Thomas Adams
No disciplinary history on record with ASIC
NORWEST,
NSW
10
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001250305
About Gregory Thomas Adams
Gregory Thomas Adams is a financial adviser based in Norwest, New South Wales, with 10 years of experience in the financial services industry since 2016. Gregory is currently authorised under Adams Triglone. Gregory holds authorisations to advise on smsf, as well as tax financial advice services (TFAS). Gregory's qualifications include a Bachelor Of Business from University of Western Sydney. Gregory is a member of Chartered Accountants Australia and New Zealand (CA ANZ).
Authorised to Advise On
Tax Financial Advice
SMSF
Authorised to provide tax financial advice services
Qualifications and Training
1988
Bachelor Of Business
University of Western Sydney
1991
Chartered Accountant Program
Chartered Accountants Australia and New Zealand
2016
Diploma of Financial Planning
Kaplan Professional
2024
Client Engagement Skills
Regulation & Legal Obligations - Kaplan Professional
2024
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional