Financial Adviser · MOUNT WAVERLEY, VIC

Greg Layton

36 Years experience

Tax advice
authorised

ASIC Registered · ADV 001003091

Currently at

Mount Waverley, VIC

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Greg Layton is a financial adviser based in Mount Waverley, Victoria, with 36 years of experience in the financial services industry since 1990. Greg is currently authorised under Adviser Services, operating through Rocket Wealth Management Services. Greg holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Greg's qualifications include a RG146 compliant in Financial Planning, Investment Planning, Retirement Planning, Life Insurance from FPA. Greg is a member of SMSF Association.

Authorised to Advise On

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

Authorised to provide tax financial advice services

Qualifications and Training

2002

RG146 compliant in Financial Planning, Investment Planning, Retirement Planning, Life Insurance

FPA

2004

Advanced Strategies for Self-Managed Superannuation

GWM Adviser Services

2005

SMSF Specialist Advisor Accreditation

SPAA - SMSF Association

Registration History

Adviser Services Pty Ltd

Aug 2022 - Present Current

LONSDALE FINANCIAL GROUP PTY LTD

Mar 2018 - Jul 2022 Ceased

Shadforth Financial Group Limited

Jul 2014 - Feb 2018 Ceased

LACHLAN WEALTH MANAGEMENT PTY LTD

Dec 2008 - Jul 2014 Ceased

Source: ASIC Financial Advisers Register