GREGORY WAYNE SOUTHWELL
Financial Adviser · Cootamundra, NSW
📚 Qualifications & Training
1995 - Bachelor of Business - Bachelor Degree (AQF 7) - University of Technology Sydney
1998 - Chartered Accountants Programme - Professional Designations - CAANZ
2002 - Financial Planning Proper Authority Course - - Securities Institute of Australia of Australia
2002 - SDIA Accreditation Programme Assessment - - Deakin University/ Financial Planning Association
2004 - Self Managed Superannuation Funds - - Tribeca
2012 - CA SMSF Specialist Accreditation Course - - University of New South Wales
2017 - CFP Programme - Professional Designations - FPA
2020 - Ethics & Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
🏢 Professional Memberships
Chartered Accountants Australia and New Zealand (CA ANZ)
Financial Advice Association of Australia (FAAA)
SMSF Association
Stockbrokers and Investment Advisers Association (SIAA)
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.