Financial Adviser
· OSBORNE PARK, WA
Anthony Ian Greenham
No disciplinary history on record with ASIC
OSBORNE PARK,
WA
26
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000303904
About Anthony Ian Greenham
Anthony Ian Greenham is a financial adviser based in Osborne Park, Western Australia, with 26 years of experience in the financial services industry since 2000. Anthony is currently authorised under Capstone Financial Planning, operating through Elite Planning Australia. Anthony holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Anthony's qualifications include a Bachelor of Business (Accounting and Finance) from Edith Cowan University.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1990
Legal Framework I (LAW1100)
Edith Cowan University
1992
Taxation Law II (LAW2400)
Edith Cowan University
1995
Bachelor of Business (Accounting and Finance)
Edith Cowan University
2008
Diploma of Financial Planning
Financial Planning Association of Australia (FPA)
2008
Graduate Diploma of Financial Planning
FINSIA
2008
Self Managed Superannuation Funds
Kaplan
2010
Margin Lending and Geared Investments
Kaplan
2014
Accredited Listed Product Adviser Program
Kaplan
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan
Registration History
Authorised in MDA services, which is restricted to Limited Authority to Operate services.One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Source: ASIC Financial Advisers Register