Gregory Matthew Swan
Financial Adviser in Milton, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000335813
- Location
- Milton QLD 4064
- Licensee
- Alliance Wealth Pty Ltd (AFSL 449221)
- Authorised since
- 19 August 2026
- First provided advice
- 1995
- Qualifications
- Diploma of Financial Planning (DFP1-8), FPA Australia (2003); Self Managed Superannuation Funds Course, Kaplan Professional (2004); Margin Lending and Geared Investments Course, Kaplan Professional (2011); Ethics and Professionalism in Financial Advice Course (FPC002B), Kaplan Higher Education (2023)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Gregory Matthew Swan
On the Financial Advisers Register kept by ASIC, Gregory Matthew Swan appears as a current financial adviser in Milton, Queensland, adviser number 000335813.
The licensee Gregory advises under is Alliance Wealth Pty Ltd (AFS licence 449221). That authorisation dates from 19 August 2026.
According to the register, Gregory first provided financial advice in 1995. Qualifications and training on file include Diploma of Financial Planning (DFP1-8) (FPA Australia, 2003), Self Managed Superannuation Funds Course (Kaplan Professional, 2004) and Margin Lending and Geared Investments Course (Kaplan Professional, 2011). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and government debentures, stocks and bonds, 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 Matthew Swan a registered financial adviser?
Yes. Gregory Matthew Swan is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000335813.
Which licensee does Gregory Matthew Swan work under?
Alliance Wealth Pty Ltd, Australian financial services licence 449221.
What can Gregory Matthew Swan give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending.