Gregory James Weeks
Financial Adviser in Gymea, New South Wales, Australia
Review Gregory James Weeks
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 number000434151
- Location
- Gymea NSW 2227
- Licensee
- Aware Financial Services Australia Limited (AFSL 238430)
- Authorised since
- 1 December 2019
- First provided advice
- 2013
- Qualifications
- ACCY228 Tax Planning, University of Wollongong (2010); LAW101 Law, Business and Society, University of Wollongong (2010); Bachelor of Commerce (Financial Planning), University of Wollongong (2011); Certified Financial Planner, Financial Planning Association of Australia (FPA) (2017); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Professional (2020)
- 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
- Restriction
- Authorised to provide advice on securities as an asset class (not individual stocks). One off licensee approval is required for all products which are not listed on the approved product list.
- Tax (financial) advice
- Yes
- Register status
- Current
About Gregory James Weeks
On the Financial Advisers Register kept by ASIC, Gregory James Weeks appears as a current financial adviser in Gymea, New South Wales, adviser number 000434151.
Advice is given under the Australian financial services licence of Aware Financial Services Australia Limited, licence number 238430. The current authorisation started on 1 December 2019.
The register records 2013 as the year Gregory first provided financial advice. Qualifications and training on file include ACCY228 Tax Planning (University of Wollongong, 2010), LAW101 Law, Business and Society (University of Wollongong, 2010) and Bachelor of Commerce (Financial Planning) (University of Wollongong, 2011). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
Gregory is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 7 product areas in total. The register also shows that tax (financial) advice services can be provided.
A further restriction is recorded on the register: “Authorised to provide advice on securities as an asset class (not individual stocks). One off licensee approval is required for all products which are not listed on the approved product list.”
Reviews
Nobody has reviewed Gregory James Weeks here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Gregory James Weeks a registered financial adviser?
Yes. Gregory James Weeks is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000434151.
Which licensee does Gregory James Weeks work under?
Aware Financial Services Australia Limited, Australian financial services licence 238430.
What can Gregory James Weeks 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. It also records this restriction: "Authorised to provide advice on securities as an asset class (not individual stocks). One off licensee approval is required for all products which are not listed on the approved product list."