Financial Adviser
· BALCATTA, WA
Gregory Reece Meyers
No disciplinary history on record with ASIC
27
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000284218
Gregory Reece Meyers is a financial adviser based in Balcatta, Western Australia, with 27 years of experience in the financial services industry. Gregory is currently authorised under O&i Wealth Pty Ltd. 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 Certified Financial Planner from Financial Planning Association of Australia. Gregory 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
2000
Bachelor of Business (Finance)
Edith Cowan University
2006
Diploma of Financial Planning
Financial Planning Association of Australia
2008
Certified Financial Planner
Financial Planning Association of Australia
2010
Margin Lending & Geared Investments
Kaplan
2010
Self Managed Super Funds
Financial Essentials
2019
Ethics and Professionalism in Financial Advice
Ethics - Kaplan
Registration History
NEO FINANCIAL SOLUTIONS PTY LTD
NEO FINANCIAL SOLUTIONS PTY LTD
Source: ASIC Financial Advisers Register