Gregory Johnson
Financial Adviser in Point Cook, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000297612
- Location
- Point Cook VIC 3030
- Licensee
- Charter Financial Planning Limited (AFSL 234665)
- Authorised since
- 15 May 2009
- First provided advice
- 2004
- Qualifications
- Diploma of Financial Services (Financial Planning), MLC Limited (2004); Advanced Diploma of Financial Services (Financial Planning), ThreeSixty (2005); Margin Lending and Geared Investments, Kaplan Higher Education Pty Limited (2011); Self Managed Superannuation Funds, Mentor Education Pty Ltd (2015)
- 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 Johnson
On the Financial Advisers Register kept by ASIC, Gregory Johnson appears as a current financial adviser in Point Cook, Victoria, adviser number 000297612.
Gregory provides advice as an authorised representative of Charter Financial Planning Limited, which holds Australian financial services licence 234665. That authorisation dates from 15 May 2009.
The register records 2004 as the year Gregory first provided financial advice. The qualifications listed for Gregory include Diploma of Financial Services (Financial Planning) (MLC Limited, 2004), Advanced Diploma of Financial Services (Financial Planning) (ThreeSixty, 2005) and Margin Lending and Geared Investments (Kaplan Higher Education Pty Limited, 2011).
The authorisation covers advice 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 Johnson a registered financial adviser?
Yes. Gregory Johnson is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000297612.
Which licensee does Gregory Johnson work under?
Charter Financial Planning Limited, Australian financial services licence 234665.
What can Gregory Johnson 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."