GREGORY POLITIS
Financial Adviser · Wickham, NSW
📚 Qualifications & Training
1994 - Associate Diploma in Business (Accounting) - Advanced Diploma (AQF 6) - Hunter Institute of Technology
1998 - Bachelor of Commerce (Accounting) - Bachelor Degree (AQF 7) - University of Newcastle
2003 - Diploma of Financial Planning - Diploma (AQF 5) - FPA Australia (with Deakin University)
2006 - CFP Education Program - Professional Designations - Financial Planning Association of Australia
2010 - Self Managed Superannuation Funds Statement of Attainment - - Kaplan Education
2020 - Ethics and Professionalism in Financial Advice (FPC002B) - Bridging Course - Ethics - Kaplan Professional
🏢 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.