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  3. Kyle Richmond Griffiths

Kyle Richmond Griffiths

Name
Kyle Richmond Griffiths
ID
412206
ABN
–
First Provided Advice
2011
Restrictions
Not authorised to give Margin Lending advice

Qualifications

Details on the qualifications or training courses the adviser has completed that are relevant to providing financial services

  • 2009 - Bachelor of Business (Financial Planning) - - RMIT
  • 2013 - CERTIFIED FINANCIAL PLANNER - - Deakin University
  • 2013 - CERTIFIED FINANCIAL PLANNER® - - Deakin University
  • 2014 - SMSF Specialist Advisor Course RG146 - - SMSF Strategies

Memberships

Details of memberships of professional bodies or industry associations relevant to providing financial services

  • Financial Advice Association of Australia (FAAA)

Licencee

Status
Ceased
Licence Holder
Gps Wealth Ltd (#254544)
Commenced
Sept. 18, 2015
Ceased
Dec. 30, 2019
Status
Ceased
Licence Holder
Gps Wealth Ltd (#254544)
Commenced
Feb. 27, 2020
Ceased
Jan. 18, 2024
Status
Ceased
Licence Holder
Gps Wealth Ltd (#254544)
Commenced
Dec. 31, 2019
Ceased
Feb. 26, 2020
Status
Current
Licence Holder
GW Afsl Pty ltd (#550444)
Commenced
Jan. 19, 2024

Skills

  • Provide Financial Product Advice - Carbon Credits/Carbon Unit
  • Provide Financial Product Advice - Deposit and Payment Products/Non-basic Deposit Products
  • Provide Financial Product Advice - Deposit & Payment Products – Non-Cash Deposit Products
  • Provide Financial Product Advice - Derivatives
  • Provide Financial Product Advice - Derivatives/Derivatives - Wool only
  • Provide Financial Product Advice - Derivatives/Derivatives - Electricity only
  • Provide Financial Product Advice - Derivatives/Derivatives - Grain only
  • Provide Financial Product Advice - Foreign Exchange Contracts
  • Provide Financial Product Advice - Government Debentures, Stocks or Bonds
  • Provide Financial Product Advice - Life Products/Investment Life Insurance Products
  • Provide Financial Product Advice - Life Products/Life Risk Insurance Product
  • Provide Financial Product Advice - Life Products/Life Products - Consumer Credit Insurance Only
  • Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, excluding IDPS
  • Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, including IDPS
  • Provide Financial Product Advice - Managed Investment Schemes/IDPS Only
  • Provide Financial Product Advice - Managed Investment Schemes/Own Managed Investment Scheme Only
  • Provide Financial Product Advice - Managed Investment Schemes/Horse Racing Syndicate
  • Provide Financial Product Advice - Managed Investment Schemes/Timesharing Scheme
  • Provide Financial Product Advice - Managed Investment Schemes/MDA Services
  • Provide Financial Product Advice - Retirement Savings Account Products
  • Provide Financial Product Advice - Securities
  • Provide Financial Product Advice - Superannuation
  • Provide Financial Product Advice - Superannuation/Self-Managed Superannuation Fund
  • Provide Financial Product Advice - Superannuation/A person's existing holding in a superannuation product
  • Provide Financial Product Advice - Margin Lending Facility/Standard Margin Lending Facility
  • Provide Financial Product Advice - Margin Lending Facility/Non-Standard Margin Lending Facility
  • Provide Financial Product Advice - Carbon Credits/Australian Carbon Credit Unit
  • Provide financial product advice/Carbon Credits/Eligible International Emissions Unit
  • Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products - MDA Services
  • Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Risk Products
  • Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products
  • Provide Financial Product Advice - FHSA Issued non ADI
  • Old Law Securities Options Contracts and Warrants Securities
  • Old Law Futures Contracts and Warrants
  • Managed Investment Schemes (Registered or Unregistered)
  • Securities – Debentures Managed Investment Schemes
  • All Securities
Status
Ceased
Licence Holder
Ian Macritchie & Associates Pty. Ltd. (#250869)
Commenced
Sept. 27, 2011
Ceased
April 28, 2014
Status
Ceased
Licence Holder
Omniwealth Services Pty Limited (#309643)
Commenced
April 28, 2014
Ceased
Sept. 18, 2015