Gregory Evers Financial Planner Report

Name:
Gregory John Evers

Rep Number:
000260947

Status:
Current

First Advice:
1995

Disciplinary action:
No action

Most Recent Role:
2008-12-19 onwards

Location:
Caringbah, Sydney, NSW, 2229

Licensee
Name:

Number:
000244252

ABN:
61 094 529 987

Controlled By:

Appointed By
Name:
Millennium 3 Financial Services Pty Ltd

Licence Number:
000244252

ABN:
61 094 529 987

May advise on following product areas:
Non-basic Deposit Products
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
All Securities
Superannuation

Qualifications
Integratec
DFP 2 - Risk Management & Insurance Planning
Integratec
DFP 5 - Taxation Planning
FPA
Exemption DFP 1 Introduction to Financial Planning
FPA
Exemption DFP 3 Investment Planning 1
FPA
Exemption DFP 4 Retirement Planning