Financial Adviser
· BRISBANE, QLD
Casey Simon Greaves
No disciplinary history on record with ASIC
BRISBANE,
QLD
9
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001258151
About Casey Simon Greaves
Casey Simon Greaves is a financial adviser based in Brisbane, Queensland, with 9 years of experience in the financial services industry since 2017. Casey is currently authorised under Art Financial Advice. Casey holds authorisations to advise on superannuation, life insurance and deposit products, as well as tax financial advice services (TFAS). Casey's qualifications include a Graduate Diploma of Financial Planning from Kaplan Higher Education Pty Limited.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Deposit Products
Authorised to provide tax financial advice services
Qualifications and Training
2017
Diploma of Financial Planning
Kaplan Professional
2021
Economic and Legal Context for Financial Planning
Kaplan Higher Education
2022
Tax and Commercial Law for Financial Planning
Kaplan Higher Education
2023
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited