GREG PAUL WEILAND

Financial Adviser Β· Melbourne, VIC

Registered

Registration Number

001006421

Registration Status

Registered

Location

Melbourne, VIC 3000

Providing Advice Since

2007

Registration Date

04/12/2019

Financial Services Licensee

FITZPATRICKS PRIVATE WEALTH PTY LTD

Licence #000247429

πŸ“š Qualifications & Training

1991 - Bachelor of Business (Accounting) - Bachelor Degree (AQF 7) - Swinburne University of Technology
1999 - Certified Practising Accountant (CPA) - Professional Designations - CPA Australia
2004 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Financial Planning Association of Australia (FPA)
2005 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Tribeca
2005 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Professional
2005 - Self-Managed Superannuation Funds - Other - Kaplan Professional
2010 - ASX Listed Products Accreditation Course (LPAC) - Other - LPAC Online
2011 - Margin Lending and Geared Investments - Other - Kaplan Professional
2019 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education
2020 - SMSF Education & ICFS Specialist SMSF Online Course - Other - University of Adelaide

🏒 Professional Memberships

CPA Australia (CPA)
Financial Advice Association of Australia (FAAA)

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.