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Gregor Mcqueen

Financial Adviser

Precept Financial Services Pty Ltd, trading as Precept Financial Services
Esperance, WA 6450

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About

Gregor Mcqueen is an ASIC-registered financial adviser based in Esperance, WA, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. Gregor holds a Bachelor of Business (Economics and Finance) from Edith Cowan University (ECU) and a Graduate Diploma in Financial Planning from the Securities Institute. His commitment to ongoing professional development is evident through certifications in SMSF, Margin Lending and Geared Investments, the Accredited Listed Product Adviser (ASX ALPA) Program, and Ethics for Financial Services. Gregor is authorized to provide advice on a wide range of financial products, including superannuation, insurance, wealth management, and retirement planning. He also offers expertise in Investment Life Insurance, Life Risk Insurance, Securities, Derivatives, Retirement Savings Accounts, and Government Debt Securities. • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning guidance • Investment advice Gregor is committed to providing clear, understandable, and actionable advice to help you make informed decisions about your financial future. Contact Gregor today to schedule a consultation and take the first step towards securing your financial well-being.

Specialisations

Areas of Expertise

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

Client Types

Personal Investors SMSF

Services

Superannuation Advice Insurance Wealth Management Retirement Planning
Languages: English

Licence & Registration Details

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Australian Financial Services Licence

000234665

Verify on ASIC Register

Authorised Representative Number

000289870

Verify on MoneySmart Register

Frequently Asked Questions

What types of financial advice does Gregor Mcqueen offer?

Gregor Mcqueen offers advice on a wide range of financial products and services, including superannuation, insurance, wealth management, retirement planning, Investment Life Insurance, Life Risk Insurance, Securities, Derivatives, Retirement Savings Accounts, and Government Debt Securities.

What qualifications does Gregor Mcqueen have?

Gregor holds a Bachelor of Business (Economics and Finance) from Edith Cowan University (ECU) and a Graduate Diploma in Financial Planning from the Securities Institute. He also has certifications in SMSF, Margin Lending and Geared Investments, the Accredited Listed Product Adviser (ASX ALPA) Program, and Ethics for Financial Services.

How does Gregor Mcqueen approach financial planning?

Gregor takes a tailored approach to financial planning, focusing on understanding each client's unique circumstances and goals. He then develops a comprehensive plan to help them achieve their financial objectives.

What can I expect during my first consultation with Gregor Mcqueen?

During your first consultation, Gregor will discuss your current financial situation, your goals, and your risk tolerance. He will then outline how he can help you achieve your objectives and answer any questions you may have.

Does Gregor Mcqueen provide advice to SMSFs?

Yes, Gregor has specialist knowledge in Self-Managed Superannuation Funds (SMSFs) and can provide advice tailored to your SMSF needs.

Get in Touch

Contact Gregor 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.