Financial Adviser
· BRISBANE CITY, QLD
Gregory Matthew Swan
No disciplinary history on record with ASIC
31
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000335813
Gregory Matthew Swan is a financial adviser based in Brisbane City, Queensland, with 31 years of experience in the financial services industry. Gregory is currently authorised under Zurich Assure Australia Pty Limited. Gregory holds authorisations to advise on superannuation and life insurance, as well as tax financial advice services (TFAS). Their qualifications include a Diploma of Financial Planning from Financial Planning Association of Australia Ltd.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Authorised to provide tax financial advice services
Qualifications and Training
2003
Diploma of Financial Planning
Financial Planning Association of Australia Ltd
2011
Margin Lending and Geared Investments
Kaplan Professional
2023
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
Registration History
Excludes LRBA's
AIW DEALER SERVICES PTY LTD
APOGEE FINANCIAL PLANNING PTY LTD
Source: ASIC Financial Advisers Register