GREGORY MIFSUD

Financial Adviser · Sydney, NSW

Registered

Registration Number

000287870

Registration Status

Registered

Location

Sydney, NSW 2000

Providing Advice Since

2000

Registration Date

02/05/2005

Financial Services Licensee

CHARTER FINANCIAL PLANNING LIMITED

Licence #000234665

📚 Qualifications & Training

1999 - Bachelor of Mathematics and Finance - Bachelor Degree (AQF 7) - University of Technology Sydney
2002 - Diploma of Superannuation Management - Other - Association of Superannuation Funds of Australia Ltd (ASFA)
2003 - Diploma of Financial Planning - Diploma (AQF 5) - Financial Advice Association of Australia Limited
2005 - SMSF Specialist Advisor - Professional Designations - SMSF Association Ltd (SMSF)
2011 - Margin Lending and Geared Investments - Other - Kaplan Higher Education Pty Limited
2017 - Certified Financial Planner CFP - Professional Designations - Financial Advice Association of Australia Limited
2019 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education Pty Limited

🏢 Professional Memberships

CFP - Certified Financial Planner (FPA)
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.