Financial Adviser
· BALDIVIS, WA
Greg Maguire
No disciplinary history on record with ASIC
22
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000255354
Greg Maguire is a financial adviser based in Baldivis, Western Australia, with 22 years of experience in the financial services industry. Greg is currently authorised under Ad Advisory Services Pty Ltd. Greg holds authorisations to advise on superannuation, life insurance, life insurance investments and deposit products, as well as tax financial advice services (TFAS). Their qualifications include a Advanced Diploma of Financial Planning from Monarch Institute.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Deposit Products
Government Bonds
Restrictions: Excluding SMSF
Authorised to provide tax financial advice services
Qualifications and Training
2003
Diploma of Financial Services (Financial Planning)
Integratec
2016
Advanced Diploma of Financial Planning
Monarch Institute
Registration History
Excluding SMSF
BALLAST FINANCIAL MANAGEMENT PTY LTD
Limited to the following:deposits and payment products limited to:obasic deposit products;odeposit products other than basic deposit products;debentures, stocks or bonds issued or proposed to be issued by the government;life products including:oinvestment life insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds; andolife risk insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds;interests in managed investment schemes including:oinvestor directed portfolio services;retirement savings accounts (RSA) products (within the meaning of the Retirement Savings Account Act 1997) and;superannuation (Not SMSF).
Government Debentures, Stocks or Bonds: class of product only. Managed Investment: within Superannuation only - IDPS excluded. Securities: class of product only. Not authorised to provide SMSF advice.
BALLAST FINANCIAL MANAGEMENT PTY LTD
BALLAST FINANCIAL MANAGEMENT PTY LTD
WEALTHSURE PTY LTD
Source: ASIC Financial Advisers Register