Financial Adviser
· MANDURAH, WA
Gregory John Polglase
No disciplinary history on record with ASIC
28
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000242843
Gregory John Polglase is a financial adviser based in Mandurah, Western Australia, with 28 years of experience in the financial services industry. Gregory is currently authorised under Tfg Australia 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 (FPA). 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
2003
Diploma of Financial Planning
Deakin University/Financial Planning Association (FPA)
2005
Certified Financial Planner
Financial Planning Association (FPA)
2010
Self Managed Superannuation Funds Adviser Accreditation
Financial Essentials
2021
Graduate Diploma of Financial Planning
Kaplan Professional
Registration History
WESTERN PACIFIC FINANCIAL GROUP PTY LTD
Source: ASIC Financial Advisers Register