Stephen Percival Gray
Financial Adviser in Rippleside, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000267282
- Location
- Rippleside VIC 3215
- Licensee
- Alliance Wealth Pty Ltd (AFSL 449221)
- Authorised since
- 26 August 2020
- First provided advice
- 1988
- Qualifications
- PS 146, Kaplan Professional Education (2003); Margin Lending and Geared Investments, Kaplan Professional Education (2011); ASX Accredited Listed Product Adviser, Kaplan Professional Education (2012)
- Memberships
- Financial Advice Association of Australia (FAAA); SMSF Association
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Stephen Percival Gray
Stephen Percival Gray is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Rippleside, Victoria (adviser number 000267282).
The licensee Stephen advises under is Alliance Wealth Pty Ltd (AFS licence 449221). That authorisation dates from 26 August 2020.
The register records 1988 as the year Stephen first provided financial advice. Qualifications and training on file include PS 146 (Kaplan Professional Education, 2003), Margin Lending and Geared Investments (Kaplan Professional Education, 2011) and ASX Accredited Listed Product Adviser (Kaplan Professional Education, 2012). Stephen is recorded as a member of Financial Advice Association of Australia (FAAA) and SMSF Association.
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment 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 Stephen Percival Gray a registered financial adviser?
Yes. Stephen Percival Gray is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000267282.
Which licensee does Stephen Percival Gray work under?
Alliance Wealth Pty Ltd, Australian financial services licence 449221.
What can Stephen Percival Gray 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; standard margin lending.