Financial Adviser · SYDNEY, NSW

Gregory Mifsud

26 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 000287870

Gregory Mifsud is a financial adviser based in Sydney, New South Wales, with 26 years of experience in the financial services industry. Gregory is currently authorised under Altus 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 CFP from Financial Advice Association of Australia Limited. 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

1999

Bachelor of Mathematics and Finance

University of Technology Sydney

2002

Diploma of Superannuation Management

Association of Superannuation Funds of Australia Ltd (ASFA)

2003

Diploma of Financial Planning

Financial Advice Association of Australia Limited

2005

SMSF Specialist Advisor

SMSF Association Ltd (SMSF)

2011

Margin Lending and Geared Investments

Kaplan Higher Education Pty Limited

2017

Certified Financial Planner CFP

Financial Advice Association of Australia Limited

2019

FPC002B Ethics and Professionalism in Financial Advice

Ethics - Kaplan Higher Education Pty Limited

Registration History

Altus Financial Services Pty Ltd

May 2021 - Present Current

Charter Financial Planning Limited

May 2005 - May 2021 Ceased

One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.

Source: ASIC Financial Advisers Register