Financial Adviser
· SYDNEY, NSW
Gregory Jack Lisk
No disciplinary history on record with ASIC
24
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000253380
Gregory Jack Lisk is a financial adviser based in Sydney, New South Wales, with 24 years of experience in the financial services industry. Gregory is currently authorised under Quality Advisers Pty 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 Bachelor of Laws from University of Auckland,New Zealand. 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
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1975
Bachelor of Laws
University of Auckland,New Zealand
2002
Grad Diploma of Applied Finance & Investment
Securities Institute
2005
Diploma of Financial Services (Financial Planning) FNS50804
Tribeca
2017
Advanced Diploma of Financial Planning FNS60415
Kaplan
2021
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
Registration History
AFFINIA FINANCIAL ADVISERS PTY LTD
AON HEWITT FINANCIAL ADVICE LIMITED
Source: ASIC Financial Advisers Register