Gregory John William Lyons
Financial Adviser in Toowong, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000239791
- Location
- Toowong QLD 4066
- Licensee
- Charter Financial Planning Limited (AFSL 234665)
- Authorised since
- 29 April 2015
- First provided advice
- 1988
- Qualifications
- Bachelor of Business (Accountancy), Queensland University of Technology (1991); Diploma of Financial Planning, Financial Planning Association of Australia (FPA) (1993); Accredited Listed Product Adviser (ASX ALPA) Program, Kaplan Higher Education Pty Limited (2012); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education Pty Limited (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 Gregory John William Lyons
Gregory John William Lyons is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Toowong, Queensland (adviser number 000239791).
Gregory provides advice as an authorised representative of Charter Financial Planning Limited, which holds Australian financial services licence 234665. That authorisation dates from 29 April 2015.
The register records 1988 as the year Gregory first provided financial advice. Qualifications and training on file include Bachelor of Business (Accountancy) (Queensland University of Technology, 1991), Diploma of Financial Planning (Financial Planning Association of Australia (FPA), 1993) and Accredited Listed Product Adviser (ASX ALPA) Program (Kaplan Higher Education Pty Limited, 2012).
Gregory 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.
A further restriction is recorded on the register: “One off licensee approval is required for all products which are either not on the approved product list or Derivatives.”
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Questions people ask
Is Gregory John William Lyons a registered financial adviser?
Yes. Gregory John William Lyons is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000239791.
Which licensee does Gregory John William Lyons work under?
Charter Financial Planning Limited, Australian financial services licence 234665.
What can Gregory John William Lyons 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."