Lyle John Greig
Financial Adviser in Hurstville, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000286582
- Location
- Hurstville NSW 2220
- Licensee
- Count Financial Limited (AFSL 227232)
- Authorised since
- 4 May 2021
- First provided advice
- 2003
- Qualifications
- Bachelor of Commerce (Accountancy), University of Wollongong (1999); 8 Unit Diploma of Financial Planning, Financial Planning Association of Australia (FPA) (2004); 5 Unit CFP Certification Program, Financial Planning Association of Australia (FPA) (2006); Self-Managed Superannuation Funds, Kaplan Professional (2010); Margin Lending and Geared Investments, Kaplan Professional (2011); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education (2020); Accredited Listed Product Adviser Program, Kaplan Professional (2021)
- 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, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Lyle John Greig
Lyle John Greig is a financial adviser in Hurstville, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 000286582.
Lyle provides advice as an authorised representative of Count Financial Limited, which holds Australian financial services licence 227232. The current authorisation started on 4 May 2021.
According to the register, Lyle first provided financial advice in 2003. The qualifications listed for Lyle include Bachelor of Commerce (Accountancy) (University of Wollongong, 1999), 8 Unit Diploma of Financial Planning (Financial Planning Association of Australia (FPA), 2004) and 5 Unit CFP Certification Program (Financial Planning Association of Australia (FPA), 2006). Lyle 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 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Lyle John Greig a registered financial adviser?
Yes. Lyle John Greig is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000286582.
Which licensee does Lyle John Greig work under?
Count Financial Limited, Australian financial services licence 227232.
What can Lyle John Greig 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.