Gregg Rodney Winder
Financial Adviser in Warragul, Victoria, Australia
Review Gregg Rodney Winder
Describe your own experience as a client, patient or family member. Leave out phone numbers, addresses and anything you can't stand behind. Reviews appear straight away after an automatic spam check.
Australian Securities and Investments Commission (ASIC)
Adviser number001003218
- Location
- Warragul VIC 3820
- Licensee
- Akumin Financial Planning Pty Limited (AFSL 232706)
- Authorised since
- 6 July 2017
- First provided advice
- 2003
- Qualifications
- Bachelor of Commerce, Monash University (2003); Diploma of Financial Services (Financial Planning), Tribeca (2005); Advanced Diploma of Financial Services (Financial Planning), Kaplan Higher Education Pty Limited (2010); Margin Lending and Geared Investments, Kaplan Higher Education Pty Limited (2010); MAI769 Ethics for Financial Services, Deakin University (2021)
- 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, standard margin lending, derivatives
- Restriction
- One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
- Tax (financial) advice
- Yes
- Register status
- Current
About Gregg Rodney Winder
On the Financial Advisers Register kept by ASIC, Gregg Rodney Winder appears as a current financial adviser in Warragul, Victoria, adviser number 001003218.
The licensee Gregg advises under is Akumin Financial Planning Pty Limited (AFS licence 232706). That authorisation dates from 6 July 2017.
The register records 2003 as the year Gregg first provided financial advice. Qualifications and training on file include Bachelor of Commerce (Monash University, 2003), Diploma of Financial Services (Financial Planning) (Tribeca, 2005) and Advanced Diploma of Financial Services (Financial Planning) (Kaplan Higher Education Pty Limited, 2010).
Gregg is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 10 product areas in total. The register also shows that tax (financial) advice services can be provided.
The register adds a condition to this authorisation: “One off licensee approval is required for all products which are either not on the approved product list or Derivatives.”
Reviews
Nobody has reviewed Gregg Rodney Winder here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Gregg Rodney Winder a registered financial adviser?
Yes. Gregg Rodney Winder is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001003218.
Which licensee does Gregg Rodney Winder work under?
Akumin Financial Planning Pty Limited, Australian financial services licence 232706.
What can Gregg Rodney Winder 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; standard margin lending; derivatives. It also records this restriction: "One off licensee approval is required for all products which are either not on the approved product list or Derivatives."