STEPHEN PERCIVAL GRAY
Financial Adviser · Geelong, VIC
📚 Qualifications & Training
2003 - PS 146 - - Kaplan Professional Education
2011 - Margin Lending and Geared Investments - - Kaplan Professional Education
2012 - ASX Accredited Listed Product Adviser - - Kaplan Professional Education
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
Financial Advice Association of Australia (FAAA)
Financial Advice Association of Australia (FAAA)
SMSF Association
SMSF Association
SMSF Association
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.