Financial Adviser · PEREGIAN SPRINGS, QLD

Glenn Enriquez

14 Years experience
Tax advice
authorised
Currently at
Sydney, NSW
ASIC Registered · ADV 001003366

Glenn Enriquez is a financial adviser based in Peregian Springs, Queensland, with 14 years of experience in the financial services industry. Glenn is currently authorised under Gps Wealth Ltd. Glenn 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 Master of Financial Planning from Kaplan Higher Education. Glenn 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 Deposit Products Government Bonds Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

2009
Diploma of Financial Services (Financial Planning)
Kaplan Professional
2013
Advanced Diploma of Financial Planning
Kaplan Professional
2016
Self-Managed Superannuation Funds
Kaplan Professional
2017
Margin Lending Facilities
Financial Education Professionals
2018
Fellow Chartered Financial Practitioner (FChFP)
Association of Financial Advisers
2019
Graduate Diploma of Financial Planning
Kaplan Higher Education
2019
Master of Financial Planning
Kaplan Higher Education
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education
2021
Accredited Aged Care Professional
Aged Care Steps
2023
Accredited Listed Product Adviser Program
Kaplan Professional

Registration History

Jul 2022 - Present Current
Jul 2019 - Jun 2022 Ceased
Sep 2014 - Jun 2019 Ceased
Dec 2012 - Jul 2014 Ceased

Source: ASIC Financial Advisers Register