Richard Gregory
Financial Adviser
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About
Richard Gregory is an ASIC-registered financial adviser based in Brisbane, Queensland. With a solid foundation built on a Bachelor of Economics from the University of Queensland (1994) and a Graduate Diploma of Applied Finance & Investment from the Stockbrokers Association (2000), Richard has dedicated his career to providing sound financial advice. He further enhanced his expertise with the Core 1 Securities and Managed Investments Accreditation Program from Deakin University (2010) and completed Ethics and Professional Relationships training at QUT (2020). Richard is authorized to provide advice on a comprehensive range of financial products, including superannuation, wealth management, securities, derivatives, and government debt securities. This allows him to create tailored strategies to help clients achieve their financial goals. Key services include: • Superannuation advice • Wealth management strategies • Investment portfolio construction • Retirement planning • Securities and derivatives trading Whether you're planning for retirement, looking to grow your wealth, or need expert advice on superannuation, Richard can help. Contact him today to arrange a consultation and take the first step towards a secure financial future.
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Frequently Asked Questions
What types of financial advice does Richard Gregory offer?
Richard Gregory is authorized to provide advice on superannuation, wealth management, securities, derivatives, and government debt securities. He can help you with retirement planning, investment strategies, and building a secure financial future.
What qualifications does Richard Gregory have?
Richard holds a Bachelor of Economics from the University of Queensland, a Graduate Diploma of Applied Finance & Investment from the Stockbrokers Association, and has completed the Core 1 Securities and Managed Investments Accreditation Program from Deakin University. He also completed Ethics and Professional Relationships training at QUT.
What is Richard's process for providing financial advice?
Richard starts by understanding your financial goals and current situation. He then develops a tailored strategy based on your needs and risk tolerance. He provides ongoing support and reviews to ensure your plan remains aligned with your goals.
What can I expect during my first meeting with Richard?
During your initial consultation, Richard will discuss your financial objectives, gather information about your current financial situation, and explain how he can help you achieve your goals. It's an opportunity for you to ask questions and determine if Richard is the right financial adviser for you.
How can Richard Gregory help me with my superannuation?
Richard can provide advice on all aspects of superannuation, including contribution strategies, investment options, and retirement planning. He can help you maximize your superannuation benefits and ensure you have a comfortable retirement.
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