Financial Adviser
· WILLIAMSTOWN, VIC
Conrad Greer
No disciplinary history on record with ASIC
36
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000327554
Conrad Greer is a financial adviser based in Williamstown, Victoria, with 36 years of experience in the financial services industry. Conrad is currently authorised under Asvw Financial Services Pty Ltd. Conrad 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 from - tribeca. Conrad is a member of Financial Advice Association of Australia (FAAA).
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
2003
Diploma
- securities institute
2006
Advanced Diploma
- tribeca
2018
Accredited Listed Product Adviser Program
Kaplan Professional
2018
Self Managed Superannuation Fund Adviser (Personal Advice)
Mentor Education