GREGORY JOHN BARTER
Financial Adviser · Sydney, NSW
📚 Qualifications & Training
1993 - Bachelor of Science (Physics & Applied Mathematics) - - The University of Sydney
2003 - Advanced Diploma of Financial Planning - - FPA
2004 - CFP - - FPA
2011 - Margin Lending & Geared Investments - - Kaplan
2021 - FASEA (Financial Adviser) Exam - Other - FASEA
🏢 Professional Memberships
Australian Institute of Company Directors (AICD)
Certified Independent Financial Advisers Association (CIFAA)
Financial Advice Association of Australia (FAAA)
Profession of Independent Financial Advisers (PIFA)
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.