Financial Adviser
· WICKHAM, NSW
Gregory Politis
No disciplinary history on record with ASIC
22
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001007281
Gregory Politis is a financial adviser based in Wickham, New South Wales, with 22 years of experience in the financial services industry. Gregory is currently authorised under Politis Investment Strategies 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 CFP Education Program from Financial Planning Association of Australia. 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
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1994
Associate Diploma in Business (Accounting)
Hunter Institute of Technology
1998
Bachelor of Commerce (Accounting)
University of Newcastle
2003
Diploma of Financial Planning
FPA Australia (with Deakin University)
2006
CFP Education Program
Financial Planning Association of Australia
2010
Self Managed Superannuation Funds Statement of Attainment
Kaplan Education
2020
Ethics and Professionalism in Financial Advice (FPC002B)
Ethics - Kaplan Professional