Patricia Margaret Gregory
Financial Adviser in Charnwood, Australian Capital Territory, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001251041
- Location
- Charnwood ACT 2615
- Licensee
- Dirigere Advisory Pty Limited (AFSL 524371)
- Authorised since
- 6 January 2025
- First provided advice
- 2017
- Qualifications
- Diploma of Financial Planning, Monarch Institute (2016); Advanced Diploma of Financial Planning, Monarch Institute (2017); Graduate Certificate of Financial Planning, Griffith University (2019); Certified Financial Planner, FPA Australia (2022); Master Of Financial Planning, Griffith University (2022)
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Patricia Margaret Gregory
Patricia Margaret Gregory is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Charnwood, Australian Capital Territory (adviser number 001251041).
Patricia provides advice as an authorised representative of Dirigere Advisory Pty Limited, which holds Australian financial services licence 524371. That authorisation dates from 6 January 2025.
The register records 2017 as the year Patricia first provided financial advice. The qualifications listed for Patricia include Diploma of Financial Planning (Monarch Institute, 2016), Advanced Diploma of Financial Planning (Monarch Institute, 2017) and Graduate Certificate of Financial Planning (Griffith University, 2019). Patricia is recorded as a member of Financial Advice Association of Australia (FAAA).
Patricia is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and government debentures, stocks and bonds, among 7 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Patricia Margaret Gregory a registered financial adviser?
Yes. Patricia Margaret Gregory is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001251041.
Which licensee does Patricia Margaret Gregory work under?
Dirigere Advisory Pty Limited, Australian financial services licence 524371.
What can Patricia Margaret Gregory 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.