Financial Adviser · LEONGATHA, VIC

Gregory John Welsford

32 Years experience
Tax advice
authorised
ASIC Registered · ADV 001236102

Gregory John Welsford is a financial adviser based in Leongatha, Victoria, with 32 years of experience in the financial services industry. Gregory is currently authorised under Lifespan Financial Planning Pty Ltd. 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 (Accounting) from Monash University.

Authorised to Advise On

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

Authorised to provide tax financial advice services

Qualifications and Training

1992
Bachelor of Business (Accounting)
Monash University
1992
Bachelor of Computing (Information Systems)
Monash University
2015
Diploma of Financial Planning
Kaplan Professional
2025
Ethics and Professionalism in Financial Advice
Kaplan Professional

Registration History

Mar 2020 - Present Current
Apr 2019 - Mar 2020 Ceased
Oct 2015 - Feb 2019 Ceased

Source: ASIC Financial Advisers Register