Financial Adviser
· SYDNEY, NSW
Gavin David Glozier
No disciplinary history on record with ASIC
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001265460
Gavin David Glozier is a financial adviser based in Sydney, New South Wales, with 8 years of experience in the financial services industry. Gavin is currently authorised under Vinarc Pty Ltd. Gavin 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. Gavin 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
Authorised to provide tax financial advice services
Qualifications and Training
2003
Diploma Of Financial Services
Financial Services Training and Assessment Pty Ltd
2019
Advanced Diploma of Financial Planning
Mentor Education, the trading name of RG146 Training Australia Pty Ltd
2019
Ethics and Professionalism in Financial Advice
Ethics - Kaplan
2019
Self Managed Superannuation Fund Adviser (Personal Advice)
Mentor Education, the trading name of RG146 Training Australia Pty Ltd
2023
Graduate Diploma of Financial Planning
Kaplan