Gregory Robert Einfeld – Financial Adviser

Adviser identifying number: 413231
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2011

Name of the licence holder: LIME FS PTY LTD
Licence number: 485923
Licensee’s ABN:
Licence controlled by: Gregory EINFELD

The date the Financial Adviser commenced the appointment: 01/07/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: LIME WEALTH PTY LTD
Authorised Representative identifying number: 413232
Authorised Representative’s ABN: 29151421215

Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:

Address:
Contact phone number:
Working hours:

Relevant qualifications and training:

• BEc (Actuarial Studies) – Macquarie University
• Diploma of Financial Services – Kaplan
• Foundations of Financial Planning – Kaplan Professional Education
• MBA – AGSM
• MEc (Actuarial Studies) – Macquarie University

Relevant memberships of professional bodies or industry associations:

• Institute of Actuaries
• SMSF Association

Gregory Robert Einfeld is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit Products
• Government Debentures, Stocks or Bonds
• Life Products / Investment Life Insurance Products
• Life Products / Life Risk Insurance Products
• Managed Investment Schemes / Managed Investment Schemes, including IDPS
• Retirement Savings Account Products
• Securities
• Superannuation