Financial Adviser
· PETRIE TERRACE, QLD
Gregory Charles Schmidt
No disciplinary history on record with ASIC
PETRIE TERRACE,
QLD
23
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000242780
About Gregory Charles Schmidt
Gregory Charles Schmidt is a financial adviser based in Petrie Terrace, Queensland, with 23 years of experience in the financial services industry since 2003. Gregory is currently authorised under Australian Adviser Group. 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 Bachelor of Business from University of Queensland. Gregory is a member of Australian and New Zealand Institute of Insurance and Finance (ANZIIF).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1995
Bachelor of Business
University of Queensland
2009
Advanced Diploma Financial Services (Financial Planning) FNS60404
Mentor Education Group
Registration History
GWM ADVISER SERVICES PTY LTD
APOGEE FINANCIAL PLANNING PTY LTD
GWM ADVISER SERVICES PTY LTD
Source: ASIC Financial Advisers Register