David Gavin Greig – Financial Adviser

Adviser identifying number: 1004285
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2004

Name of the licence holder: GREIG & HARRISON PTY. LTD
Licence number: 245675
Licensee’s ABN: 29060994532
Licence controlled by: DAVID GAVIN GREIG

The date the Financial Adviser commenced the appointment: 09/12/2004
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: GREIG & HARRISON PTY. LTD
Authorised Representative identifying number: 000245675
Authorised Representative’s ABN: 29060994532

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:

  • Chartered Accountant – Institute of Chartered Accountants
  • Registered Tax Agent – Tax Agent Practitioner Board

Relevant memberships of professional bodies or industry associations:

  • Association of Superannuation Funds Australia (ASFA)
  • Chartered Accountants Australia and New Zealand (CA)
  • Financial Planning Association of Australia (FPA)

David Gavin Greig is authorised to provide advices on following products:

  • Government Debentures, Stocks or Bonds
  • Managed Investment Schemes / Managed Investment Schemes, including IDPS
  • Managed Investment Schemes / MDA Services
  • Retirement Savings Account Products
  • Securities
  • Superannuation
  • Old Law Securities Options Contracts and Warrants Securities