Gregory John Welsford
Financial Adviser in Leongatha, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001236102
- Location
- Leongatha VIC 3953
- Licensee
- Lifespan Financial Planning Pty Ltd (AFSL 229892)
- Authorised since
- 12 March 2020
- First provided advice
- 1994
- Qualifications
- Bachelor of Business (Accounting), Monash University (1992); Bachelor of Computing (Information Systems), Monash University (1992); Diploma of Financial Planning, Kaplan Professional (2015); Ethics and Professionalism in Financial Advice, Kaplan Professional (2025)
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Gregory John Welsford
On the Financial Advisers Register kept by ASIC, Gregory John Welsford appears as a current financial adviser in Leongatha, Victoria, adviser number 001236102.
Gregory provides advice as an authorised representative of Lifespan Financial Planning Pty Ltd, which holds Australian financial services licence 229892. That authorisation dates from 12 March 2020.
The register records 1994 as the year Gregory first provided financial advice. The qualifications listed for Gregory include Bachelor of Business (Accounting) (Monash University, 1992), Bachelor of Computing (Information Systems) (Monash University, 1992) and Diploma of Financial Planning (Kaplan Professional, 2015).
Gregory is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 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 Welsford a registered financial adviser?
Yes. Gregory John Welsford is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001236102.
Which licensee does Gregory John Welsford work under?
Lifespan Financial Planning Pty Ltd, Australian financial services licence 229892.
What can Gregory John Welsford 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.