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Oliver Gray

Financial Adviser

FinSec Partners
Wayville, SA 5034

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About

Oliver Gray is an ASIC-registered financial adviser based in Wayville, SA, dedicated to helping clients achieve their financial goals through personalized and strategic advice. With a strong foundation in Business and Management from Leeds Metropolitan University (2014) and a Graduate Diploma of Financial Planning from Kaplan Higher Education Pty Limited (2022), Oliver brings a wealth of knowledge and expertise to his practice. Authorised to provide advice on a comprehensive range of financial products, Oliver specialises in 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. Oliver is committed to providing tailored solutions that meet each client's unique needs and circumstances. Key services offered include: • Superannuation advice • Retirement planning • Wealth management • Insurance solutions • Investment advice Oliver's approach is centered on building long-term relationships with his clients, providing ongoing support and guidance as their financial needs evolve. Contact Oliver today to schedule a consultation and take the first step towards securing your financial future.

Specialisations

Areas of Expertise

Investment Life Insurance Life Risk Insurance Securities Retirement Savings Accounts Government Debt Securities Superannuation advice Retirement planning Wealth management Insurance solutions Investment advice

Client Types

Personal Investors

Services

Superannuation Advice Insurance Wealth Management Retirement Planning
Languages: English

Licence & Registration Details

Verify credentials independently before engaging services

Australian Financial Services Licence

000480797

Verify on ASIC Register

Authorised Representative Number

001305177

Verify on MoneySmart Register

Frequently Asked Questions

What types of financial advice does Oliver Gray offer?

Oliver Gray specialises in superannuation advice, retirement planning, wealth management, and insurance solutions. He is also qualified to provide advice on investments, including Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts and Government Debt Securities.

What are Oliver Gray's qualifications?

Oliver holds a degree in Business and Management from Leeds Metropolitan University (2014) and a Graduate Diploma of Financial Planning from Kaplan Higher Education Pty Limited (2022).

What is Oliver's approach to financial planning?

Oliver's approach is centered on building long-term relationships with his clients, providing ongoing support and guidance as their financial needs evolve. He focuses on creating tailored solutions that meet each client's unique financial situation and goals.

How can Oliver Gray help me with my retirement planning?

Oliver can help you develop a comprehensive retirement plan that takes into account your current financial situation, future goals, and risk tolerance. He can provide advice on superannuation, investments, and other strategies to help you achieve a comfortable retirement.

What can I expect during my first meeting with Oliver Gray?

During your first meeting, Oliver will take the time to understand your financial situation, goals, and concerns. He will then provide an overview of his services and how he can help you achieve your objectives. This initial consultation is an opportunity for you to ask questions and determine if Oliver is the right financial advisor for you.

Get in Touch

Contact Oliver directly for personalised advice.

Disclaimer: WealthWorks provides this directory for informational purposes only. We do not endorse any professional listed and recommend conducting your own due diligence before engaging any services. Always verify credentials and licenses through official registers.