Gregory Blumenthal
Financial Adviser in Bondi Junction, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000302000
- Location
- Bondi Junction NSW 2022
- Licensee
- Synchron Advice Pty Ltd (AFSL 243313)
- Authorised since
- 13 June 2013
- First provided advice
- 2010
- Qualifications
- Graduate Certificate of Financial Planning, Finsia (2006)
- Memberships
- Institute of Chartered Accountants Australia
- Advice areas
- superannuation, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts
- Restriction
- Superannuation Authorisation excludes Self-Managed Superannuation Funds advice.
- Tax (financial) advice
- Yes
- Register status
- Current
About Gregory Blumenthal
Gregory Blumenthal is a financial adviser in Bondi Junction, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 000302000.
The licensee Gregory advises under is Synchron Advice Pty Ltd (AFS licence 243313). That authorisation dates from 13 June 2013.
The register records 2010 as the year Gregory first provided financial advice. The qualifications listed for Gregory include Graduate Certificate of Financial Planning (Finsia, 2006). Gregory is recorded as a member of Institute of Chartered Accountants Australia.
Gregory is authorised to advise on superannuation, managed investment schemes, life risk insurance, life investment products, deposit and payment products and government debentures, stocks and bonds, among 7 product areas in total. The register also shows that tax (financial) advice services can be provided.
The register adds a condition to this authorisation: “Superannuation Authorisation excludes Self-Managed Superannuation Funds advice.”
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Questions people ask
Is Gregory Blumenthal a registered financial adviser?
Yes. Gregory Blumenthal is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000302000.
Which licensee does Gregory Blumenthal work under?
Synchron Advice Pty Ltd, Australian financial services licence 243313.
What can Gregory Blumenthal give advice on?
The register lists these advice areas: superannuation; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts. It also records this restriction: "Superannuation Authorisation excludes Self-Managed Superannuation Funds advice."