Andrew Fujio Greig – Financial Adviser

Adviser identifying number: 235820
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2003

Name of the licence holder: RI ADVICE GROUP PTY LTD
Licence number: 238429
Licensee’s ABN: 23001774125
Licence controlled by: AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED

The date the Financial Adviser commenced the appointment: 27/11/2008
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: RI ADVICE GROUP PTY LTD
Authorised Representative identifying number: 238429
Authorised Representative’s ABN: 23001774125

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:

  • Bachelor Business (Financial Planning) – Royal Melbourne Institute of Technology (RMIT)
  • Certified Financial Planner – FPA
  • Diploma Financial Services (Finance/Mortgage Broking Management) – Intellitrain
  • Margin Lending & Geared Investments and ASX Accredited Listed Products Adviser (ALPA) Program – Kaplan
  • SMSF – Investment Banking Institute

Relevant memberships of professional bodies or industry associations:

  • Financial Planning Association of Australia (FPA)
  • Mortgage & Finance Association of Australia

Andrew Fujio Greig is authorised to provide advices on following products:

  • Deposit and Payment Products / Non-basic Deposit Products
  • 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
  • Margin Lending Facility / Standard Margin Lending Facility