Financial Adviser · BALCATTA, WA

Gregory Reece Meyers

BALCATTA, WA

27 Years experience

Tax advice
authorised

ASIC Registered · ADV 000284218

Currently at

Integral Wealth

Balcatta, WA (firm address)

View firm profile

Gregory Reece Meyers is a financial adviser based in Balcatta, Western Australia, with 27 years of experience in the financial services industry since 1999. Gregory is currently authorised under O&i Wealth, operating through Integral Wealth. 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

Authorised to provide tax financial advice services

Qualifications and Training

2000

Bachelor of Business (Finance)

Edith Cowan University

2006

Diploma of Financial Planning

Financial Planning Association of Australia

2008

Certified Financial Planner

Financial Planning Association of Australia

2010

Margin Lending & Geared Investments

Kaplan

2010

Self Managed Super Funds

Financial Essentials

2019

Ethics and Professionalism in Financial Advice

Ethics - Kaplan

Registration History

O&i Wealth Pty Ltd

May 2022 - Present Current

NEO FINANCIAL SOLUTIONS PTY LTD

Feb 2017 - May 2022 Ceased

NEO FINANCIAL SOLUTIONS PTY LTD

Dec 2014 - Jan 2017 Ceased

Count Financial Limited

Jan 2012 - Dec 2014 Ceased

Sentry Advice Pty Ltd

Jul 2007 - Dec 2011 Ceased

Source: ASIC Financial Advisers Register