Gregory Peter Dobrin
Financial Adviser in Bondi Junction, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000302473
- Location
- Bondi Junction NSW 2025
- Licensee
- Charter Financial Planning Limited (AFSL 234665)
- Authorised since
- 17 August 2012
- First provided advice
- 2006
- Qualifications
- Bachelor of Economics, University of New South Wales (1995); Diploma of Financial Services (Financial Planning), Kaplan Higher Education Pty Limited (2007); Diploma in Law, Legal Profession Admission Board (LPAB) (2010); Accredited Listed Product Adviser (ASX ALPA) Program, Kaplan Higher Education Pty Limited (2019)
- 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, 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 Peter Dobrin
On the Financial Advisers Register kept by ASIC, Gregory Peter Dobrin appears as a current financial adviser in Bondi Junction, New South Wales, adviser number 000302473.
The licensee Gregory advises under is Charter Financial Planning Limited (AFS licence 234665). The current authorisation started on 17 August 2012.
According to the register, Gregory first provided financial advice in 2006. Qualifications and training on file include Bachelor of Economics (University of New South Wales, 1995), Diploma of Financial Services (Financial Planning) (Kaplan Higher Education Pty Limited, 2007) and Diploma in Law (Legal Profession Admission Board (LPAB), 2010).
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.
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 Peter Dobrin a registered financial adviser?
Yes. Gregory Peter Dobrin is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000302473.
Which licensee does Gregory Peter Dobrin work under?
Charter Financial Planning Limited, Australian financial services licence 234665.
What can Gregory Peter Dobrin 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; 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."