Gregory Reece Meyers
Financial Adviser in Balcatta, Western Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000284218
- Location
- Balcatta WA 6021
- Licensee
- O&i Wealth Pty Ltd (AFSL 538367)
- Authorised since
- 13 May 2022
- First provided advice
- 1999
- Qualifications
- Bachelor of Business (Finance), Edith Cowan University (2000); Diploma of Financial Planning, Financial Planning Association of Australia (2006); Certified Financial Planner, Financial Planning Association of Australia (2008); Margin Lending & Geared Investments, Kaplan (2010); Self Managed Super Funds, Financial Essentials (2010); Ethics and Professionalism in Financial Advice, Kaplan (2019)
- Memberships
- Financial Advice Association of Australia (FAAA)
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Gregory Reece Meyers
Gregory Reece Meyers is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Balcatta, Western Australia (adviser number 000284218).
Gregory provides advice as an authorised representative of O&i Wealth Pty Ltd, which holds Australian financial services licence 538367. That authorisation dates from 13 May 2022.
According to the register, Gregory first provided financial advice in 1999. The qualifications listed for Gregory include Bachelor of Business (Finance) (Edith Cowan University, 2000), Diploma of Financial Planning (Financial Planning Association of Australia, 2006) and Certified Financial Planner (Financial Planning Association of Australia, 2008). Gregory is recorded as a member of Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, 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 Reece Meyers a registered financial adviser?
Yes. Gregory Reece Meyers is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000284218.
Which licensee does Gregory Reece Meyers work under?
O&i Wealth Pty Ltd, Australian financial services licence 538367.
What can Gregory Reece Meyers 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.