Gregory Einfeld Financial Planner Report

Name:
Gregory Robert Einfeld

Rep Number:
000413231

Status:
Current

First Advice:
2011

Disciplinary action:
No action

Most Recent Role:
2016-07-01 onwards

Location:
Sydney, , NSW, 0

Licensee
Name:

Number:
000485923

Controlled By:

Appointed By
Name:
Lime Wealth Pty Ltd

Licence Number:
000413232

ABN:
29 151 421 215

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
Retirement Savings Account Products
Securities
Superannuation

Qualifications
Macquarie University
BEc (Actuarial Studies)
Kaplan
Diploma of Financial Services
Kaplan Professional Education
Foundations of Financial Planning
AGSM
MBA
Macquarie University
MEc (Actuarial Studies)

Memberships
Institute of Actuaries
SMSF Association