GREGORY REECE MEYERS

Financial Adviser Β· Balcatta, WA

Registered

Registration Number

000284218

Registration Status

Registered

Location

Balcatta, WA 6021

Providing Advice Since

1999

Registration Date

01/02/2017

Financial Services Licensee

NEO FINANCIAL SOLUTIONS PTY LTD

Licence #000385845

πŸ“š Qualifications & Training

2000 - Bachelor of Business (Finance) - Bachelor Degree (AQF 7) - Edith Cowan University
2006 - Diploma of Financial Planning - Advanced Diploma (AQF 6) - Financial Planning Association of Australia
2008 - Certified Financial Planner - Professional Designations - Financial Planning Association of Australia
2010 - Margin Lending & Geared Investments - - Kaplan
2010 - Self Managed Super Funds - - Financial Essentials
2019 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan

🏒 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.