Financial Adviser
· WAYVILLE, SA
Oliver Gray
No disciplinary history on record with ASIC
2
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001305177
Oliver Gray is a financial adviser based in Wayville, South Australia, with 2 years of experience in the financial services industry. Oliver is currently authorised under Kaizen Wealth Pty Ltd. Oliver 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 Graduate Diploma of Financial Planning from Kaplan Higher Education Pty Limited.
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
2014
Business and Management
Leeds Metropolitan University
2022
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited