GREG SUEFONG

Financial Adviser · Sydney, NSW

Registered

Registration Number

000232466

Registration Status

Registered

Location

Sydney, NSW 2000

Providing Advice Since

2003

Registration Date

14/05/2019

Financial Services Licensee

CLIMB WEALTH PTY LTD

Licence #000409424

📚 Qualifications & Training

2003 - DFP Financial Planning - - Financial Planning Association of Australia

🏢 Professional Memberships

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.