Financial Adviser · WARRAGUL, VIC

Gregg Rodney Winder

23 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 001003218

Gregg Rodney Winder is a financial adviser based in Warragul, Victoria, with 23 years of experience in the financial services industry. Gregg is currently authorised under Akumin Financial Planning Pty Limited. Gregg 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 Commerce from Monash University.

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

2003

Bachelor of Commerce

Monash University

2005

Diploma of Financial Services (Financial Planning)

Tribeca

2010

Advanced Diploma of Financial Services (Financial Planning)

Kaplan Higher Education Pty Limited

2010

Margin Lending and Geared Investments

Kaplan Higher Education Pty Limited

2021

MAI769 Ethics for Financial Services

Ethics - Deakin University

Registration History

Akumin Financial Planning Pty Limited

Jul 2017 - Present Current

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

Westpac Banking Corporation

Jun 2010 - Jun 2017 Ceased

Australia And New Zealand Banking Group Limited

Apr 2005 - Apr 2010 Ceased

Source: ASIC Financial Advisers Register