GREGORY DEAN WITT

Financial Adviser · Nowra, NSW

Registered

Registration Number

000293819

Registration Status

Registered

Location

Nowra, NSW 2541

Providing Advice Since

1998

Registration Date

17/04/2020

Financial Services Licensee

CAPSTONE FINANCIAL PLANNING PTY LTD

Licence #000223135

📚 Qualifications & Training

1997 - Diploma of Superannuation Management - Diploma (AQF 5) - The Association of Superannuation Funds of Australia
2000 - Diploma of Financial Planning (8 units) - Advanced Diploma (AQF 6) - FPA Australia with Deakin University
2012 - Margin Lending - Other - MLC (RTO code 90780)
2020 - Listed Products Accreditation Course - Other - LPAC Online
2020 - Self Managed Superannuation Fund Adviser (Personal Advice) - Other - Mentor Education

🏢 Professional Memberships

Certified Financial Planner (CFP) of 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.