Gregory Johnson
Financial Adviser
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About
Gregory Johnson is an ASIC-registered financial adviser based in Point Cook, VIC, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. With a strong foundation built upon a Diploma of Financial Services (Financial Planning) from MLC Limited (2004) and an Advanced Diploma of Financial Services (Financial Planning) from ThreeSixty (2005), Gregory has continued to expand his expertise through certifications in Margin Lending and Geared Investments (Kaplan Higher Education Pty Limited, 2011) and Self Managed Superannuation Funds (Mentor Education Pty Ltd, 2015). Gregory is authorized to provide advice on a broad range of financial products, ensuring his clients receive well-rounded strategies. This includes guidance on superannuation, insurance, wealth management, and retirement planning, as well as Investment Life Insurance, Life Risk Insurance, Securities, Derivatives, Retirement Savings Accounts, and Government Debt Securities. • Superannuation advice • Insurance solutions • Comprehensive wealth management • Strategic retirement planning • Investment advice Whether you're planning for retirement, seeking to grow your wealth, or needing advice on insurance, Gregory can provide the expert guidance you need. Contact Gregory today to arrange a consultation and take the first step toward securing your financial future.
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Frequently Asked Questions
What types of financial advice does Gregory Johnson offer?
Gregory Johnson provides advice on superannuation, insurance, wealth management, retirement planning, and various investment products including securities and derivatives.
What are Gregory Johnson's qualifications?
Gregory Johnson holds a Diploma of Financial Services (Financial Planning), an Advanced Diploma of Financial Services (Financial Planning), and certifications in Margin Lending and Geared Investments and Self Managed Superannuation Funds.
How can Gregory Johnson help me plan for retirement?
Gregory can help you develop a comprehensive retirement plan tailored to your individual needs and goals, including strategies for superannuation, investments, and managing your finances in retirement.
What is the process of working with Gregory Johnson?
The process typically begins with an initial consultation to understand your financial situation and goals. Gregory will then develop a personalized financial plan, implement the plan with your approval, and provide ongoing support and reviews.
What should I expect during my first meeting with Gregory Johnson?
During your first meeting, you can expect to discuss your financial goals, current situation, and any concerns you may have. Gregory will explain his services and how he can help you achieve your objectives. It's a great opportunity to ask questions and get to know each other.
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