Gregory Ian Milton – Financial Adviser

Adviser identifying number: 261178
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2003

Name of the licence holder: MORROWS PRIVATE WEALTH PTY. LTD.
Licence number: 244119
Licensee’s ABN: 97081090084
Licence controlled by:

The date the Financial Adviser commenced the appointment: 01/07/2008
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: MORROWS PRIVATE WEALTH PTY. LTD.
Authorised Representative identifying number: 244119
Authorised Representative’s ABN: 97081090084

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 of Business – La Trobe University
• CPA Australia – Certified Practicing Accountant – CPA Australia
• CPA Australia – Insurance and Risk Management in Financial Planning – CPA Australia
• CPA Australia – Managed Investments – CPA Australia
• Diploma of Financial Services (Financial Planning) – Kaplan Professional

Relevant memberships of professional bodies or industry associations: CPA Australia (CPA)

Gregory Ian Milton is authorised to provide advices on following 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
• Margin Lending Facility / Standard Margin Lending Facility