Data sourced from ASIC Financial Advisers Register
Financial Adviser · POINT COOK, VIC

Gregory Johnson

22 Years experience
Tax advice
authorised
Currently at
Charter Financial Planning Limited
Sydney, NSW
View firm profile
ASIC Registered · ADV 000297612

Gregory Johnson is a financial adviser based in Point Cook, Victoria, with 22 years of experience in the financial services industry. Gregory is currently authorised under 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). Their 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