Gregory Perks Financial Planner Report

Name:
Gregory John Perks

Rep Number:
000245493

Status:
Current

First Advice:
1979

Disciplinary action:
No action

Most Recent Role:
2004-01-01 onwards

Licensee
Name:

Number:
000236551

ABN:
88 086 643 058

Appointed By
Name:
Perks Wealth Management Pty Ltd

Licence Number:
000236551

ABN:
88 086 643 058

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

Qualifications
University of Adelaide
Bachelor of Economics
Financial Planning Association
CFP Certification Program
University of South Australia
Graduate Diploma in Management
Tax Agents Board of SA
Tax Agent

Memberships
Financial Planning Association of Australia (FPA)
Institute of Chartered Accountants
Institute of Management Consultants
Taxation Institute of Australia