GREGORY JOHN WILLIAM LYONS

Financial Adviser · Toowong, QLD

Registered

Registration Number

000239791

Registration Status

Registered

Location

Toowong, QLD 4066

Providing Advice Since

1988

Registration Date

29/04/2015

Financial Services Licensee

CHARTER FINANCIAL PLANNING LIMITED

Licence #000234665

📚 Qualifications & Training

1991 - Bachelor of Business (Accountancy) - Bachelor Degree (AQF 7) - Queensland University of Technology
1993 - Diploma of Financial Planning - Diploma (AQF 5) - Financial Planning Association of Australia (FPA)
2012 - Accredited Listed Product Adviser (ASX ALPA) Program - Other - Kaplan Higher Education Pty Limited
2021 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education Pty Limited

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.