Financial Adviser
· WILLIAMSTOWN, VIC
Richard Grech
No disciplinary history on record with ASIC
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001270495
Richard Grech is a financial adviser based in Williamstown, Victoria, with 8 years of experience in the financial services industry. Richard is currently authorised under Gps Wealth Ltd. Richard 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 (Accounting and Financial Planning) from Deakin University. Richard is a member of CPA Australia (CPA).
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
2011
Bachelor of Commerce (Accounting and Financial Planning)
Deakin University
2016
Australian Taxation Law II
TAFE SA
2016
TASA 2009 and the Code of Professional Conduct
Tax Institute
2017
Certified Practicing Accountant (CPA)
CPA Australia
2018
Accountants Essentials Advice Course
Integrity Education Group
2025
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education
Registration History
Is only authorised to: provide financial product advice on superannuation products in relation to a persons existing holding in a superannuation product but only to the extent required for: making a recommendation that the person establish a self-managed superannuation fund; or providing advice to the person on contributions or pensions under a superannuation product; and provide class of product advice on the following: superannuation products and basic deposit products.
Source: ASIC Financial Advisers Register