Gregory Barter Financial Planner Report

Name:
Gregory John Barter

Rep Number:
001001811

Status:
Current

First Advice:
2001

Disciplinary action:
No action

Most Recent Role:
2015-03-19 onwards

Licensee
Name:

Number:
000243253

ABN:
88 090 684 521

Controlled By:

Appointed By
Name:
Findex Advice Services Pty Ltd

Licence Number:
000243253

ABN:
88 090 684 521

May advise on following product areas:
Non-basic Deposit Products
Old Law Securities Options Contracts and Warrants Securities
Government Debentures, Stocks or Bonds
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
MDA Services
Standard Margin Lending Facility
Retirement Savings Account Products
Securities
Superannuation

Qualifications
FPA
Advanced Diploma of Financial Planning
The University of Sydney
Bachelor of Science (Physics & Applied Mathematics)
FPA
CFP
The Royal Military College, Duntroon
Graduate of the Royal Military College
Kaplan
Margin Lending & Geared Investments

Memberships
Financial Planning Association of Australia (FPA)