Financial Adviser
· MOUNT WAVERLEY, VIC
Greg Layton
No disciplinary history on record with ASIC
36
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001003091
Greg Layton is a financial adviser based in Mount Waverley, Victoria, with 36 years of experience in the financial services industry. Greg is currently authorised under Adviser Services Pty 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 RG146 compliant in Financial Planning, Investment Planning, Retirement Planning, Life Insurance from FPA. Greg is a member of SMSF Association.
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
2002
RG146 compliant in Financial Planning, Investment Planning, Retirement Planning, Life Insurance
FPA
2004
Advanced Strategies for Self-Managed Superannuation
GWM Adviser Services
2005
SMSF Specialist Advisor Accreditation
SPAA - SMSF Association
Registration History
LONSDALE FINANCIAL GROUP PTY LTD
LACHLAN WEALTH MANAGEMENT PTY LTD
Source: ASIC Financial Advisers Register