Gregory Mifsud
Financial Adviser
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About
Gregory Mifsud is an ASIC-registered financial adviser based in Sydney, NSW, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. With a strong foundation in mathematics and finance from the University of Technology Sydney (1999), and further qualifications including a Diploma of Superannuation Management (2002), Diploma of Financial Planning (2003), SMSF Specialist Advisor accreditation (2005) and Certified Financial Planner CFP designation (2017), Gregory brings a wealth of knowledge and experience to his practice. As a member of the Financial Advice Association of Australia (FAAA) and a CFP professional, Gregory adheres to the highest ethical and professional standards. He is authorised to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, and retirement planning solutions, ensuring his clients receive well-rounded and informed guidance. Gregory can provide expert advice and services relating to: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment Life Insurance • Life Risk Insurance • Securities • Retirement Savings Accounts • Government Debt Securities Ready to take control of your financial future? Contact Gregory Mifsud today for a consultation and discover how his expertise can benefit you.
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Frequently Asked Questions
What types of financial advice does Gregory Mifsud offer?
Gregory Mifsud provides comprehensive financial advice covering superannuation, insurance, wealth management, and retirement planning. He is also qualified to advise on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities.
What qualifications does Gregory Mifsud have?
Gregory holds a Bachelor of Mathematics and Finance, a Diploma of Superannuation Management, a Diploma of Financial Planning, is an SMSF Specialist Advisor, and a Certified Financial Planner (CFP). He also has specialist accreditation in Margin Lending and Geared Investments and has completed FPC002B Ethics and Professionalism in Financial Advice.
What is the process for becoming a client of Gregory Mifsud?
The first step is to schedule an initial consultation. During this meeting, Gregory will discuss your financial goals, current situation, and risk tolerance. He will then develop a personalised financial plan tailored to your specific needs. Regular reviews and adjustments are conducted to ensure your plan remains aligned with your evolving circumstances.
What professional memberships does Gregory Mifsud hold?
Gregory is a member of the Financial Advice Association of Australia (FAAA) and is a Certified Financial Planner (CFP).
What should I expect during my first meeting with Gregory Mifsud?
During your first meeting, you can expect to discuss your financial goals, current financial situation, and any concerns you may have. Gregory will take the time to understand your needs and explain how he can help you achieve your objectives. This is also an opportunity to ask any questions you may have about his services and qualifications.
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