Lyle Greig
Financial Adviser
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About
Lyle Greig is an ASIC-registered financial adviser dedicated to helping individuals and families in Hurstville, NSW, achieve their financial goals. With a Bachelor of Commerce (Accountancy) from the University of Wollongong and extensive qualifications from the Financial Planning Association of Australia (FAAA) and Kaplan Professional, including a Diploma of Financial Planning and CFP certification, Lyle possesses a deep understanding of financial principles and strategies. As a member of the Financial Advice Association of Australia (FAAA), Lyle adheres to the highest ethical and professional standards. He is authorized to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, and retirement planning. Lyle also offers expertise in Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. Lyle is committed to providing tailored financial solutions to meet the unique needs of each client. • Superannuation advice • Retirement planning • Wealth management • Insurance solutions • Investment advice Ready to take control of your financial future? Contact Lyle Greig today for a consultation and discover how he can help you achieve your financial aspirations.
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Licence & Registration Details
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Frequently Asked Questions
What types of financial advice does Lyle Greig offer?
Lyle Greig provides advice on superannuation, insurance, wealth management, retirement planning, Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. He tailors his advice to meet your individual needs.
What are Lyle Greig's qualifications?
Lyle holds a Bachelor of Commerce (Accountancy), a Diploma of Financial Planning, CFP certification, and has completed specialist training in Self-Managed Superannuation Funds, Margin Lending, Ethics, and Listed Products.
What is the process for becoming a client of Lyle Greig?
The process typically starts with an initial consultation to discuss your financial goals and current situation. Lyle will then develop a personalized financial plan and work with you to implement it.
How does Lyle Greig stay up-to-date with the latest financial regulations?
Lyle is committed to ongoing professional development and regularly participates in training and education programs to ensure he remains current with all relevant regulations and industry best practices. His memberships with FAAA helps with this.
What can I expect during a financial planning consultation with Lyle Greig?
You can expect a thorough and personalized discussion about your financial goals, current financial situation, and risk tolerance. Lyle will explain complex financial concepts in a clear and understandable manner and provide you with tailored recommendations.
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