Financial Adviser · SHEPPARTON, VIC

Gavin John Napier

SHEPPARTON, VIC
21 Years experience
Tax advice
authorised
ASIC Registered · ADV 000291888
Currently at
Shepparton, VIC (firm address)

Gavin John Napier is a financial adviser based in Shepparton, Victoria, with 21 years of experience in the financial services industry since 2005. Gavin is currently authorised under Cpw Advisory. Gavin holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Gavin's qualifications include a Bachelor of Business from La Trobe University. Gavin is a member of Chartered Accountants Australia and New Zealand (CA ANZ) and SMSF Association.

Authorised to Advise On

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

Authorised to provide tax financial advice services

Qualifications and Training

1996
Bachelor of Business
La Trobe University
2005
Diploma of Financial Services (Financial Planning)
Kaplan Professional Education
2005
Margin Lending and Geared Investments
Kaplan Professional Education
2012
SMSF Specialist Advisor
Self Managed Super Fund Association

Registration History

Sep 2023 - Present Current
Sep 2020 - Sep 2023 Ceased
This authorised representative is only authorised to give class of product advice in relation to Securities
CANACCORD GENUITY ADVICE PARTNERS PTY LTD
Mar 2020 - Sep 2020 Ceased
Aug 2005 - Mar 2020 Ceased

Source: ASIC Financial Advisers Register