Gregory John Barter
Financial Adviser in Sydney, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001001811
- Location
- Sydney NSW 2000
- Licensee
- Allied Advice Pty Ltd (AFSL 528160)
- Authorised since
- 6 June 2022
- First provided advice
- 2001
- Qualifications
- Bachelor of Science (Physics & Applied Mathematics), The University of Sydney (1993); Advanced Diploma of Financial Planning, FPA (2003); Margin Lending & Geared Investments, Kaplan (2011); FASEA (Financial Adviser) Exam, FASEA (2021)
- Memberships
- Australian Institute of Company Directors (AICD); Certified Independent Financial Advisers Association (CIFAA); Financial Advice Association of Australia (FAAA); Profession of Independent Financial Advisers (PIFA)
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Gregory John Barter
On the Financial Advisers Register kept by ASIC, Gregory John Barter appears as a current financial adviser in Sydney, New South Wales, adviser number 001001811.
Gregory provides advice as an authorised representative of Allied Advice Pty Ltd, which holds Australian financial services licence 528160. The current authorisation started on 6 June 2022.
The register records 2001 as the year Gregory first provided financial advice. Qualifications and training on file include Bachelor of Science (Physics & Applied Mathematics) (The University of Sydney, 1993), Advanced Diploma of Financial Planning (FPA, 2003) and Margin Lending & Geared Investments (Kaplan, 2011). Gregory is recorded as a member of Australian Institute of Company Directors (AICD), Certified Independent Financial Advisers Association (CIFAA) and 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 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Gregory John Barter a registered financial adviser?
Yes. Gregory John Barter is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001001811.
Which licensee does Gregory John Barter work under?
Allied Advice Pty Ltd, Australian financial services licence 528160.
What can Gregory John Barter 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.