Financial Adviser · SYDNEY, NSW

Gregory John Ryan

29 Years experience
Tax advice
authorised
ASIC Registered · ADV 001006415

Gregory John Ryan is a financial adviser based in Sydney, New South Wales, with 29 years of experience in the financial services industry. Gregory is currently authorised under Futuro Financial Services Pty Ltd. 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 Certified Financial Planner from Financial Planning Association of Australia. Gregory is a member of CFP - Certified Financial Planner (FPA) and 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

1995
Bachelor of Business
The University of Newcastle
2000
Certified Financial Planner
Financial Planning Association of Australia
2003
Diploma of Financial Planning
Financial Planning Association of Australia
2011
Margin Lending and Geared Investments
Kaplan Professional
2015
Cavendish & ICFS Specialist SMSF Course
The University of Adelaide
2020
Accredited Listed Product Adviser Program
Kaplan Professional

Registration History

Nov 2019 - Present Current
AON HEWITT FINANCIAL ADVICE LIMITED
Apr 2018 - Oct 2019 Ceased
Authorised Representative is restricted to providing financial advice and dealing only in relation to Deposit and Payment Products, Life Products including (a) investment life insursnce products and (b) life risk insurance products, interests in Managed Investment Schemes (including IDPS), Securities, Retirement Savings Account (RSA) products and Standard Margin Lending Facility and Superannuation.
CHANCELLOR PORTFOLIO SERVICES PTY LTD
Oct 2017 - Feb 2018 Ceased
Jul 2009 - Aug 2017 Ceased
One off licensee approval is required for products which are either not on the approved product list or Derivatives.
TYNAN MACKENZIE PTY LTD
Jul 2009 - Aug 2017 Ceased
One off licensee approval is required for products which are either not on the approved product list or Derivatives.

Source: ASIC Financial Advisers Register