Gregory Diamond Financial Planner Report

Name:
Gregory Peter Diamond

Rep Number:
000323015

Status:
Current

First Advice:
2006

Disciplinary action:
No action

Most Recent Role:
2011-07-21 onwards

Location:
Toukley, Central Coast, NSW, 2263

Licensee
Name:

Number:
000234459

ABN:
26 098 725 145

Controlled By:

Appointed By
Name:
Australian Unity Personal Financial Services Ltd

Licence Number:
000234459

ABN:
26 098 725 145

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

Qualifications
Charles Sturt
Bachelor of Business (Mgt , IT)
CPA Australia
Diploma Financial Planning
Charles Sturt
Masters of Accounting

Memberships
CPA Australia (CPA)
National Tax and Accountants Association (NTAA)
SMSF Association