Financial Adviser
· MILTON, QLD
Gregory Matthew Swan
No disciplinary history on record with ASIC
MILTON,
QLD
31
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000335813
About Gregory Matthew Swan
Gregory Matthew Swan is a financial adviser based in Milton, Queensland, with 31 years of experience in the financial services industry since 1995. Gregory is currently authorised under Alliance Wealth, operating through Direct Wealth. Gregory holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Gregory's qualifications include a Diploma of Financial Planning (DFP1-8) from FPA 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
Securities
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2003
Diploma of Financial Planning (DFP1-8)
FPA Australia
2004
Self Managed Superannuation Funds Course
Kaplan Professional
2011
Margin Lending and Geared Investments Course
Kaplan Professional
2023
Ethics and Professionalism in Financial Advice Course (FPC002B)
Ethics - Kaplan Higher Education
Registration History
Excludes LRBA's
AIW DEALER SERVICES PTY LTD
APOGEE FINANCIAL PLANNING PTY LTD
Source: ASIC Financial Advisers Register