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