Financial Adviser · BATHURST, NSW

Gregory Meale

30 Years experience
Tax advice
authorised
ASIC Registered · ADV 001002591

Gregory Meale is a financial adviser based in Bathurst, New South Wales, with 30 years of experience in the financial services industry since 1996. Gregory is currently authorised under Mba Wealth Solutions. Gregory holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Gregory's qualifications include a Diploma of Financial Planning (DFP 1-8) from Financial Planning Association (FPA). Gregory is a member of Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Deposit Products Government Bonds Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

1999
Diploma of Financial Planning (DFP 1-8)
Financial Planning Association (FPA)
2010
RG146 Margin Lending
MLC ThreeSixty

Registration History

Apr 2020 - Present Current
Jul 2008 - Apr 2020 Ceased

Source: ASIC Financial Advisers Register