Financial Adviser
· RIPPLESIDE, VIC
Stephen Percival Gray
No disciplinary history on record with ASIC
RIPPLESIDE,
VIC
38
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000267282
Practice
Rippleside, VIC (practice address on ASIC register)
Licensed through Alliance Wealth
About Stephen Percival Gray
Stephen Percival Gray is a financial adviser based in Rippleside, Victoria, with 38 years of experience in the financial services industry since 1988. Stephen works at Sga Private Wealth Management (2), which is licensed through Alliance Wealth. Stephen holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Stephen's qualifications include a PS 146 from Kaplan Professional Education. Stephen is a member of Financial Advice Association of Australia (FAAA) and SMSF Association.
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
2003
PS 146
Kaplan Professional Education
2011
Margin Lending and Geared Investments
Kaplan Professional Education
2012
ASX Accredited Listed Product Adviser
Kaplan Professional Education
Registration History
MAGNITUDE GROUP PTY LTD
A.C.N. 116 900 362 LIMITED
Source: ASIC Financial Advisers Register