Gregory Politis
Financial Adviser in Wickham, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001007281
- Location
- Wickham NSW 2293
- Licensee
- Politis Investment Strategies Pty Ltd (AFSL 253125)
- Authorised since
- 7 April 2004
- First provided advice
- 2004
- Qualifications
- Associate Diploma in Business (Accounting), Hunter Institute of Technology (1994); Bachelor of Commerce (Accounting), University of Newcastle (1998); Diploma of Financial Planning, FPA Australia (with Deakin University) (2003); CFP Education Program, Financial Planning Association of Australia (2006); Self Managed Superannuation Funds Statement of Attainment, Kaplan Education (2010); Ethics and Professionalism in Financial Advice (FPC002B), Kaplan Professional (2020)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Gregory Politis
On the Financial Advisers Register kept by ASIC, Gregory Politis appears as a current financial adviser in Wickham, New South Wales, adviser number 001007281.
Advice is given under the Australian financial services licence of Politis Investment Strategies Pty Ltd, licence number 253125. The current authorisation started on 7 April 2004.
The register records 2004 as the year Gregory first provided financial advice. The qualifications listed for Gregory include Associate Diploma in Business (Accounting) (Hunter Institute of Technology, 1994), Bachelor of Commerce (Accounting) (University of Newcastle, 1998) and Diploma of Financial Planning (FPA Australia (with Deakin University), 2003). Gregory is recorded as a member of Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation, managed investment schemes, life risk insurance, life investment products, deposit and payment 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 Politis a registered financial adviser?
Yes. Gregory Politis is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001007281.
Which licensee does Gregory Politis work under?
Politis Investment Strategies Pty Ltd, Australian financial services licence 253125.
What can Gregory Politis give advice on?
The register lists these advice areas: superannuation; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending.