Financial Adviser · TOOWONG, QLD

Gregory John William Lyons

38 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 000239791

Gregory John William Lyons is a financial adviser based in Toowong, Queensland, with 38 years of experience in the financial services industry. Gregory is currently authorised under Charter Financial Planning Limited. 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 Bachelor of Business (Accountancy) from Queensland University of Technology.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Derivatives Deposit Products Government Bonds Margin Lending

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

1991

Bachelor of Business (Accountancy)

Queensland University of Technology

1993

Diploma of Financial Planning

Financial Planning Association of Australia (FPA)

2012

Accredited Listed Product Adviser (ASX ALPA) Program

Kaplan Higher Education Pty Limited

2021

FPC002B Ethics and Professionalism in Financial Advice

Ethics - Kaplan Higher Education Pty Limited

Registration History

Charter Financial Planning Limited

Apr 2015 - Present Current

One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

GENESYS WEALTH ADVISERS PTY LIMITED

Mar 2005 - Apr 2015 Ceased

One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.

Source: ASIC Financial Advisers Register