Gregory Lyons Financial Planner Report

Name:
Gregory John William Lyons

Rep Number:
000239791

Status:
Current

First Advice:
1988

Disciplinary action:
No action

Most Recent Role:
2015-04-29 onwards

Location:
Toowong, , QLD, 0

Licensee
Name:

Number:
000234665

ABN:
35 002 976 294

Controlled By:

Appointed By
Name:
Charter Financial Planning Limited

Licence Number:
000234665

ABN:
35 002 976 294

May advise on following product areas:
Non-basic Deposit Products
Derivatives
Government Debentures, Stocks or Bonds
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
Standard Margin Lending Facility
Retirement Savings Account Products
Securities
Superannuation

Qualifications
Queensland University of Technology (QUT)
Bachelor of Business (Accounting)
Financial Planning Association (FPA)
Diploma of Financial Planning

Memberships
CFP - Certified Financial Planner (FPA)
Financial Planning Association of Australia (FPA)