Financial Adviser
· SYDNEY, NSW
William Gregg
No disciplinary history on record with ASIC
10
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001239738
William Gregg is a financial adviser based in Sydney, New South Wales, with 10 years of experience in the financial services industry. William is currently authorised under Evans And Partners Pty. Ltd.. William holds authorisations to advise on superannuation, managed investments, securities and derivatives, as well as tax financial advice services (TFAS). Their qualifications include a Bachelor of Arts, Second Class Honours (First Division) in Business Economics from University of Hertfordshire.
Authorised to Advise On
Tax Financial Advice
Superannuation
Managed Investments
Securities
Derivatives
Foreign Exchange
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2006
Bachelor of Arts, Second Class Honours (First Division) in Business Economics
University of Hertfordshire
2015
Accredited Derivatives Adviser Level 1 and 2
Deakin Prime
2025
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education
2025
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited
2025
Tax for Financial Advising
Kaplan Professional