Financial Adviser · BELMONT, VIC

Gregory Duff

BELMONT, VIC

12 Years experience

Tax advice
authorised

ASIC Registered · ADV 000459164

Currently at

Beach Wealth Advisers

Varsity Lakes, QLD (firm address)

View firm profile

Gregory Duff is a financial adviser based in Belmont, Victoria, with 12 years of experience in the financial services industry since 2014. Gregory is currently authorised under Sgn Financial, operating through Beach Wealth Advisers. 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 Certified Financial Planner from Financial Planning Association of Australia. 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 Securities Deposit Products Government Bonds

Restrictions: excludes smsf.

Authorised to provide tax financial advice services

Qualifications and Training

2010

Bachelor of Commerce (major in financial planning)

Deakin University

2015

Accredited Aged Care Professional

Aged Care Steps

2017

Certified Financial Planner

Financial Planning Association of Australia

2020

FPC002B Ethics and Professionalism in Financial Advice

Ethics - Kaplan Higher Education

Registration History

Sgn Financial Pty Ltd

Feb 2021 - Present Current

excludes smsf.

BWA FINANCIAL GROUP PTY LTD

Oct 2017 - Feb 2021 Ceased

Superannuation excludes Self Managed Super Funds

MAGNITUDE GROUP PTY LTD

Jun 2014 - Sep 2017 Ceased

Excluding Self Managed Superannuation Funds

Source: ASIC Financial Advisers Register