David John Grech
Financial Adviser in Neutral Bay, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001268049
- Location
- Neutral Bay NSW 2089
- Licensee
- Life Money Co Services Pty Ltd (AFSL 522050)
- Authorised since
- 27 April 2020
- First provided advice
- 2018
- Qualifications
- Bachelor of Commerce, Macquarie University (2017); Diploma of Financial Planning, Monarch Institute (2018); Economic and Legal Context for Financial Planning FPC001B, Kaplan Higher Education Pty Ltd (2023); Taxation for Financial Planning FPC006, Kaplan Higher Education Pty Ltd (2023); Graduate Diploma of Financial Planning, Kaplan Higher Education Pty Ltd (2025)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts
- Tax (financial) advice
- Yes
- Register status
- Current
About David John Grech
David John Grech is a financial adviser in Neutral Bay, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 001268049.
The licensee David advises under is Life Money Co Services Pty Ltd (AFS licence 522050). That authorisation dates from 27 April 2020.
According to the register, David first provided financial advice in 2018. Qualifications and training on file include Bachelor of Commerce (Macquarie University, 2017), Diploma of Financial Planning (Monarch Institute, 2018) and Economic and Legal Context for Financial Planning FPC001B (Kaplan Higher Education Pty Ltd, 2023).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is David John Grech a registered financial adviser?
Yes. David John Grech is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001268049.
Which licensee does David John Grech work under?
Life Money Co Services Pty Ltd, Australian financial services licence 522050.
What can David John Grech give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts.