Financial Adviser
· ESSENDON, VIC
Greg Anthony Cail
No disciplinary history on record with ASIC
16
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001004072
Greg Anthony Cail is a financial adviser based in Essendon, Victoria, with 16 years of experience in the financial services industry. Greg is currently authorised under Fortnum Private Wealth Ltd. Greg 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.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2009
Diploma of Financial Services (Financial Planning)
RG146 Training Australia / Mentor Education
2024
Graduate Diploma of Financial Planning
Kaplan
Registration History
Not authorised to provide personal advice on Securities, SMSF, Standard Margin Lending
Not authorised to provide personal advice on Securities; SMSF; Standard Margin Lending.
Source: ASIC Financial Advisers Register