Financial Adviser · POINT COOK, VIC

Gregory Johnson

POINT COOK, VIC

22 Years experience

Tax advice
authorised

ASIC Registered · ADV 000297612

Licensee

Charter Financial Planning Limited

Sydney, NSW (licence address on ASIC register)

View licensee

About Gregory Johnson

Gregory Johnson is a financial adviser based in Point Cook, Victoria, with 22 years of experience in the financial services industry since 2004. Gregory works at Charter Financial Planning, which is licensed through 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). Gregory's qualifications include a Advanced Diploma of Financial Services (Financial Planning) from ThreeSixty.

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

2004

Diploma of Financial Services (Financial Planning)

MLC Limited

2005

Advanced Diploma of Financial Services (Financial Planning)

ThreeSixty

2011

Margin Lending and Geared Investments

Kaplan Higher Education Pty Limited

2015

Self Managed Superannuation Funds

Mentor Education Pty Ltd

Registration History

Charter Financial Planning Limited

May 2009 - Present Current

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

Source: ASIC Financial Advisers Register