Greg Suefong
Financial Adviser in Sydney, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000232466
- Location
- Sydney NSW 2000
- Licensee
- Climb Wealth Pty Ltd (AFSL 409424)
- Authorised since
- 14 May 2019
- First provided advice
- 2003
- Qualifications
- DFP Financial Planning, Financial Planning Association of Australia (2003)
- Memberships
- Financial Advice Association of Australia (FAAA)
- 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
- Register status
- Current
About Greg Suefong
Greg Suefong is a financial adviser in Sydney, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 000232466.
Advice is given under the Australian financial services licence of Climb Wealth Pty Ltd, licence number 409424. That authorisation dates from 14 May 2019.
According to the register, Greg first provided financial advice in 2003. Qualifications and training on file include DFP Financial Planning (Financial Planning Association of Australia, 2003). Greg is recorded as a member of Financial Advice Association of Australia (FAAA).
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.
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Questions people ask
Is Greg Suefong a registered financial adviser?
Yes. Greg Suefong is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000232466.
Which licensee does Greg Suefong work under?
Climb Wealth Pty Ltd, Australian financial services licence 409424.
What can Greg Suefong 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.