GREG LAYTON

Financial Adviser Β· Mt Waverley, VIC

Registered

Registration Number

001003091

Registration Status

Registered

Location

Mt Waverley, VIC 3149

Providing Advice Since

1990

Registration Date

01/03/2018

Financial Services Licensee

LONSDALE FINANCIAL GROUP PTY LTD

Licence #000246934

ABN (Australian Business Number)

67885815711

πŸ“š Qualifications & Training

2002 - RG146 compliant in Financial Planning, Investment Planning, Retirement Planning, Life Insurance - - FPA
2004 - Advanced Strategies for Self-Managed Superannuation - - GWM Adviser Services
2005 - SMSF Specialist Advisor Accreditation - - SPAA - SMSF Association

🏒 Professional Memberships

SMSF Association

ℹ️ What is a Financial Adviser?

A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.

Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.

Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.