Financial Adviser · DUNCRAIG, WA

Gregg Kristian Watts

17 Years experience
Tax advice
authorised
ASIC Registered · ADV 000447574

Gregg Kristian Watts is a financial adviser based in Duncraig, Western Australia, with 17 years of experience in the financial services industry. Gregg is currently authorised under Wealth Today Pty Ltd. 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 Advanced Diploma of Financial Planning from Mentor Education.

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

2008
Diploma of Financial Planning
Mentor Education
2014
Advanced Diploma of Financial Planning
Mentor Education
2017
Self Managed Superannuation Fund Course
Mentor Education

Registration History

Jul 2020 - Present Current
NEO FINANCIAL SOLUTIONS PTY LTD
Jan 2019 - Jul 2020 Ceased
NEO FINANCIAL SOLUTIONS PTY LTD
Oct 2017 - Jan 2019 Ceased
Sep 2015 - Oct 2017 Ceased
Not applicable
Oct 2013 - Sep 2015 Ceased
Jul 2009 - Sep 2013 Ceased

Source: ASIC Financial Advisers Register